For information regarding transferring stock as a gift, and to ensure the accurate reporting of any gifts received, we ask that you notify Sarah Hagadone, Development Associate, at [email protected] or at 503.953.8131. You will also find a Letter of Instruction to your financial institution with the delivery instructions included here.

You may also contact Will Nolan, CFA with Greenbridge Investment Management, with any questions concerning the delivery of shares at 503.505.9699 or [email protected]