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Tiferes Fund

 
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Sample Mutual Fund Authorization Letter

 

[date]

 

[your name & address]

 

Name of Mutual Fund Company
Address

 

Re: [your account number]

 

To whom it may concern:

 

I wish to make a gift of [number of shares/all my shares] of [name of fund] Fund held in account number [your account number]. Please transfer these shares to [account # held for Yeshiva Tiferes Menachem, tax identification number 11-3394709 ] OR [a new account in the name of "Yeshiva Tiferes Menachem, "tax identification number

11-3394709]. Their address is:

 

Yeshiva Tiferes Menachem

Attn: Rabbi Elgarten, Planned Giving
4823 Beach 48th Street
Sea Gate, NY 11224

 

My/Our signature is guaranteed on this letter.

Thank you for your prompt attention to this matter.


Sincerely,

[your name and signature]

[signature guarantee by a bank or brokerage]

 

cc: Yeshiva Tiferes Menachem

Attn: Planned Giving
4823 Beach 48th Street
Sea Gate, NY 11224

Fax: (718) 333-2580