Gifting Shares of Stock

Thank you for supporting Wesley. Your gift of stock makes a tremendous difference in our ability to prepare the future leaders of the church. There are two ways to gift shares of stock to Wesley. Below are the instructions for transferring the stocks to Wesley's account, which is administered by Mason Securities, Inc. If you have any questions, please contact Laura Norvell, Wesley's development director, at (202) 885-8635 or lnorvell@wesleyseminary.edu.

A. From Another Brokerage Account

• To make a gift from your brokerage account to our brokerage account, please send Stock Gift Letter A to your broker. Your broker will then send the requested shares to the Wesley Theological Seminary account to Mason Securities via DTC (which is the technical term for electronically transferring shares of stock). Please advise us of the gift so that we may accept the shares.
• This is for gifts of stock only, excluding mutual funds.

B. With Stock Certificates in Your Possession

• To make a gift using stock certificates in your possession, please print the Stock Gift Letter B and the Stock/Bond Power.
• Follow the stock gift delivery instructions in transferring your stock certificates. These instructions will ensure trouble-free transferring.
• Complete the Stock/Bond Power according to the stock gift delivery instructions.
• Complete the Stock Gift Letter B and attach with the Stock/Bond Power to your shares of stock. This letter must be Signature Guaranteed, a service provided by your local bank.

NOTE: you do not need to complete the back of the stock certificate, but that you should use one stock/bond power per certificate and ship using certified or overnight delivery. Also, be sure to include Wesley's account number (4JK-017973) at Mason Securities on the face of each stock certificate.

• Please provide Wesley with a copy of both Stock Gift Letter B and the fronts and backs of all stock certificates so we may accept the shares. You can mail a copy to: Attention Development Department, Wesley Theological Seminary, 4500 Massachusetts Ave., NW, Washington, DC 20016. You can fax copies to us at (202) 885-8639.

Directions for How to Deliver Securities to Your Account

1. Each stock certificate must have a corresponding Irrevocable Stock/Bond Power to accompany it, i.e., if you have twenty-two stock certificates, you will need to sign twenty-two stock/bond powers.

2. The Stock/Bond Power must be signed exactly as the stock certificate has been issued. Examples are (a) stock certificate is issued to Robert H. Smith - stock power must be signed Robert H. Smith; (b) stock certificate is issued to Bobby Smith -- stock power must be signed Bobby Smith.

3. Do not sign or complete the stock/bond power. This form has been pre-printed assigning Pershing LLC (which is the clearing firm for Mason Securities) as attorney to transfer. (IF THIS BLANK DOES NOT REFLECT "PERSHING LLC," STOCK/BOND POWERS AND CERTIFICATES SHOULD BE MAILED IN TWO SEPARATE ENVELOPES!)

4. Do not sign or complete the back of the stock certificates. These must be left completely blank.

5. On each stock/bond power and each certificate, you must put Wesley's account number (4JK-017973) in the upper right hand corner.

6. Staple each stock/bond power to each stock certificate. Please complete the Gift Letter B, keeping a copy for your records and sending another copy to your registered representative. Attach this form to the front of your certificates and powers.

7. We strongly recommend the stock/bond powers and certificates be sent via overnight mail, receipt signature required. This helps prevent loss/theft and ensures immediate attention. Send your stock/bond powers, Gift Letter B and stock certificates to:

Pershing LLC
Attention: Securities Receive Dept., 7th Floor
One Pershing Plaza
Jersey City, New Jersey 07399

8. Should you need any additional information, please don't hesitate to contact Sandy Stransky at Mason Securities, Inc., at (703) 716-6000.