Gifting Securities

Securities that are donated to Sycamore Trust are deductible on your federal income tax at the fair market value of the stock on the date of the gift up to 30 percent of your adjusted gross income. You do not have to recognize the appreciation as capital gain.

Electronic Transfer

Securities may be transferred from your brokerage account to Sycamore’s Stifel Nicolaus account via the Depository Trust Company (DTC). To perform such a transfer, notify your broker of the securities to be gifted and provide the following transfer instructions:

Company Name: Stifel Nicolaus DTC Number: 0793 Account Name: Project Sycamore, a NFP Corporation Account number: 46896617 Donor Name and Address:

In the event your broker requires further information, please contact one of our Stifel representatives (below).

Wiring Funds

Bank Name: JP Morgan Chase Bank N.A., (888) 434-3030 FREE Bank Address: One Chase Manhattan Plaza, New York, NY Bank ABA Number: 021000021 Bank Acct. Number: 5157730 Credit: Stifel Nicolaus For Further Credit: Project Sycamore, a NFP Corporation FFC Acct. Number: 46896617

Donation of physical stock certificates

If the certificates are registered to your name, please provide a Stock or Bond Power Authorization and a Letter of Authorization (LOA). The LOA should state your intent, the receiving firm name, account name and account number (information found above). To avoid a delay in processing the certificate, please leave the stock power authorization blank except for your signature. Please have all parties the stock is registered to sign both the stock power and LOA. Please do not sign the back of any certificates. Please mail certificates and forms to Theodore Sinal/Timothy Sinal (below). If the certificates are not registered to your name, please contact one of our Stifel representatives (below) to discuss the procedure to donate the shares.

Mutual Funds

Many mutual funds can be transferred, provided that Stifel has an agreement with the fund provider to trade that particular fund. To transfer mutual fund shares, please contact Stifel (below) to determine whether the fund is eligible.

Stifel Nicolaus Address & Contacts

Stifel Nicolaus 70 West Madison Street, Suite 2400 Chicago, IL 60602 (800) 223-8232 (312) 454-3856 – Fax Theodore Sinal First Vice President/Investments (312) 269-0383 sinalta@stifel.com Timothy Sinal First Vice President/Investments (312) 269-0393 sinalta@stifel.com Mary Beth McDermott Registered Client Service Associate (312) 454-3844 Sycamore Trust’s Federal Tax Identification Number: 11-3811842