Gifts of Stock

A gift of appreciated stock generally offers a twofold tax savings. First, you avoid paying any capital gains tax on the increase in the value of the stock. Second, you receive a charitable income tax deduction for the fair market value of the stock on the date it is transferred. Make sure you have owned the stock for a "long-term" period (more than 12 months) to qualify for these tax advantages. Gifts of appreciated stock are fully deductible--up to a maximum of 30% of your adjusted gross income. Please check with your accountant or tax advisor regarding your particular tax status.

To facilitate the transfer of securities, please use the following information:

• Brokerage Firm: Comerica Securities
• Contact: Cheryl Wong: Direct: (408) 556-5990 or Main: (800) 232-6983
• E-mail: ccwong@comerica.com
• MentorNet Account: BG5-517348
• DTC: 0226
• Tax ID: 77-0547710

Please let us know in advance if you are transmitting securities via DTC by contacting MentorNet at (408) 296-4405, or by email at partnerships@mentornet.net. You may also find it convenient to send us a copy of the letter of authorization to your broker. You can send it by fax to (408) 296-4404.

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