DONATION OF SECURITIES FORM

Thank you for your gift of securities to

The American Society of Osteoporosis Providers.

Please fill out the information below: 

‍ASOP’s broker contact information is: 

Genan M Kirby

  Financial Professional-Osaic Institutions

  AVP-Iowa State Bank

  2301 128th Street

  Urbandale, IA 50323

  515-334-7723

ASOP’s account number with Osaic Institution/Pershing is: 5DQ187566

For electronic stock transfers, our Pershing Depository Trust Company (DTC) number is: 0443 

ASOP’s tax identification number (FEIN) is: 88-2895412

After ASOP receives this form and our broker confirms the donation of securities, they will issue an official acknowledgment letter to the donor. This letter will indicate the number and type of shares received and the date the stock was converted into a gift (the day when record ownership of stock was transferred to American Society of Osteoporosis Providers or the stock was unconditionally delivered to American Society of Osteoporosis Providers). 

All contributions are tax-deductible to the fullest extent provided by law. Every effort will be made to sell marketable securities as quickly as possible. For tax purposes, the value of the stock will be an average of the high and low prices on the date of the gift. The donor should be aware of possible tax implications. Please contact your tax advisor for complete tax deductibility rules. 

Please contact Dudley Phipps at ASOP: 515.500.6278 or dudley.phipps@theasop.com for any questions. To view our website, please visit: https://www.theasop.org.