Stock Donation

The contribution of securities to meet operating and capital campaign pledges, or to support other gifts to Homes with Hope is used by a number of contributors. It is the purpose of this memorandum to explain how to make such a gift and how to report it so proper credit is given to the contributor. How to make the gift (A) If your securities are held in a brokerage account the easiest method of contribution is wire transfer. Simply ask your broker to transfer the number of shares of the security you pick to Morgan Stanley-Smith Barney; the broker who will act for Homes with Hope and will sell the contributed security and deposit the proceeds in Homes with Hope's account. DTC Participant #0418 Account Number 25J-04490-17 C95 For the account of Homes with Hope. Although not necessary your broker may ask for a federal tax number. If asked for, the number is 22-2534326. Any questions should be referred to Morgan Stanley-Smith Barney, the broker for Homes with Hope at the following address and phone number. Morgan Stanley-Smith Barney LLC Long Warf Maritime 545 Long Warf Drive New Haven, CT 06511 Broker: Robert Ceccarelli Phone: (800) 255-1610 Fax: (203) 773-1387 (B) If you are personally holding the securities you wish to contribute, the following procedure is recommended to avoid delay and unnecessary work. Write a letter to the attention of Robert Ceccarelli at Morgan Stanley-Smith Barney (at the address listed above) indicating that you are gifting _______ shares of ________________________to Homes with Hope, Inc. Sign the stock certificate and enclose it with the letter. A letter you can use is on the reverse side of the memorandum. Any stock certificates sent by US mail should be registered. Again, if you have any questions, please call Robert Ceccarelli at Morgan Stanley-Smith Barney. In either instance, it is important that you notify Jeffrey Wieser of your contribution and how you want it applied. To this end, the form on the reverse side of this memorandum, or a letter or note from you containing this same information, should be provided to Homes with Hope. You cannot rely on your broker furnishing this information in a timely fashion! Security Contribution to  Homes with Hope Date: _______________________ To:  Homes with Hope Attention: Jeffrey Wieser From: _______________________ I have gifted __________ shares of ___________________to the Homes with Hope. Pick one of the following: (In either case see Note 1below) (1) I estimate the value of the gift to be $ _______________, or (2) The value is calculated as follows: a) Opening price _______________________ per share; b) Closing price ________________________ per share; c) Average price _______________________ per share (opening + closing)/2; d) Gift value ______________________ (average price multiplied by the number of shares) I wish the proceeds to be credited as follows: a) toward my contribution to IRA ___________________________________(% or dollars) b) toward my capital campaign pledge _______________________________(% or dollars) c) for __________________________________________________________(% or dollars) Since the actual value is not always known at the time of gifting, if you are specifying dollar amounts, please write the word "remainder" in the line where you wish any surplus or shortage to be applied. Note 1 Morgan Stanley-Smith Barney will notify Homes with Hope as to the actual value of the gift on the date it is received into the Homes with Hope account. This will be the valuation included in your giving statement. Signed: _________________________________________ Date: ____________________ To: Morgan Stanley-Smith Barney LLC Long Warf Maritime 545 Long Warf Drive New Haven, CT 06511 Attention: Robert Ceccarelli Enclosed are __________ shares of ______________________ which I am gifting to Homes with Hope.