ACCOUNT TRANSFERS

gift of securities is a generous way to support On The Rise that offers significant tax advantages. We suggest that you consult your financial advisor or legal counsel to determine whether a gift of securities is particularly suited to your situation.

Should you wish to make a gift of stock to On The Rise, please provide the following information to your broker:

• On The Rise account is at Morgan Stanley.

• Contact:

  Donna Colahan
  Vice President, Investments
  Morgan Stanley
  55 Ferncroft Road, Suite 201
  Danvers, MA 01923
  (978) 739-9608

• Account number: 473 029408 083
  DTC: #15

For On The Rise to properly acknowledge your gift, including issuing you a receipt for tax purposes, please provide the following information to On The Rise prior to authorizing the transfer:

• Your name
• Your address
• A telephone number to contact you or your agent
• The number and type of securities you will be donating (e.g. 30 shares of XYZ corporation).

Please give this information to Gillian Grossman, Development Director (617-497-5757 or Gillian.Grossman@ontherise.org).

THANK YOU!