(Broker name, address and telephone number)

Re: (account number)

You are requested and authorized to make a gift of (number) shares of (name of stock or mutual fund) to the California Polytechnic State University Foundation (federal tax identification number 20-4927897) effective today (date), to benefit Cal Poly's ______________________ (college, department, program, endowment).

Please transfer these shares to the California Polytechnic State University Foundation via the Depository Transfer Company ("DTC") to its Charles Schwab Account a Kaspick & Co., DTC # 0164, Account 5084-1964.

Thank you for your assistance.

(Your signature may need to be guaranteed on this letter.
Also, print out your name, address and phone number.)

Enclosure: Security Transfer Instructions