INDUSTRY-RELATED AND OTHER RELIEF EFFORTS

[13964] September 21, 2001 TO: ALL STANDING COMMITTEES No. 2-01 BOARD OF GOVERNORS No. 49-01 PRIMARY CONTACTS - MEMBER COMPLEX No. 66-01 RE: INDUSTRY-RELATED AND OTHER RELIEF EFFORTS As you undoubtedly know, a number of Institute members were among those whose lives were taken on September 11. We offer our deepest sympathy to their families and to others who have lost family, friends, and associates as the result of last week’s tragic events. In the wake of this tragedy, many Institute members have contacted us to express their concern and condolences and have expressed an interest in contributing to industry-related and other relief efforts. The Institute has identified several relief funds that Institute member firms and their officers, directors, and employees may wish to support. Included in the list are two relief funds established by Institute member firms that were among those who suffered significant losses. The relief funds are: • The Foundation for Alger Families • FT Fiduciary Trust Memorial Fund • International Association of Fire Fighters New York Firefighters 9-11 Disaster Relief Fund • World Trade Center Police Disaster Fund • Survivors’ Fund of the Community Foundation of the National Capital Region Contributions may be sent directly to the relief funds at the addresses listed below. The Foundation for Alger Families Thirty-five of the 55 employees of Fred Alger Management Inc., who worked on the 93rd floor of One World Trade Center, are missing. The Foundation for Alger Families has been formed to provide disaster relief and emergency hardship assistance to the families of employees who were killed or injured. The foundation will provide loans and grants to ensure that these families have basic necessities such as food and medical assistance. The foundation also hopes 2 to provide financial assistance to educate children who lose a parent in the tragedy. Make checks payable to: The Foundation for Alger Families. The Foundation for Alger Families 30 Montgomery Street Jersey City, NJ 07302 Phone: 973-401-4100 FT Fiduciary Trust Memorial Fund Fiduciary Trust, a subsidiary of Franklin Resources, Inc., was headquartered in Two World Trade Center. On September 18, with 560 of the 647 employees in the company’s New York headquarters accounted for, three confirmed dead, and 84 missing, Franklin Templeton Investments announced the formation of the FT Fiduciary Trust Memorial Fund to assist Fiduciary Trust and Franklin Templeton families affected by the tragedy. Make checks payable to: The FT Fiduciary Trust Memorial Fund. FT Fiduciary Trust Memorial Fund c/o Franklin Templeton Bank & Trust, FSB One Franklin Parkway San Mateo, CA 94403 Phone: 877-236-7932 New York Firefighters 9-11 Disaster Relief Fund The International Association of Fire Fighters is sending financial assistance to the families of all fallen fire fighters and coordinating efforts to assist fire and EMS personnel on the scene in New York City. Donations to the New York Firefighters 9-11 Disaster Relief Fund will go directly to the families of the fallen fire fighters and EMS personnel in New York City. Donations can be made online at http://daily.iaff.org/fund.htm. Make checks payable to: The New York Firefighters 9-11 Disaster Relief Fund. International Association of Fire Fighters New York Firefighters 9-11 Disaster Relief Fund P.O. Box 65858 Washington, DC 20035-5858 World Trade Center Police Disaster Relief Fund The New York State Fraternal Order of Police has set up a fund to ease the financial burden of officers who have suffered catastrophic injuries and of the families of those who gave their lives helping others during the tragedy at the World Trade Center. Please use Tax ID Number 11- 3207296. Make checks payable to: WTC Police Disaster Relief Fund. 3 New York State Fraternal Order of Police Fund 911 Police Plaza WTC Fund Hicksville, NY 11801 Phone: 888-NYS1FOP The Survivors’ Fund of the Community Foundation of the National Capital Region The Survivors’ Fund of the Community Foundation of the National Capital Region will focus on the long-term educational, health, income maintenance, and other needs of individual victims and their families in the Washington region. Donations can be made online at: www.cfncr.org. Make checks payable to: Survivors’ Fund. Survivors’ Fund c/o The Community Foundation for the National Capital Region 1112 16th Street, NW, Suite 340 Washington, DC 20036 Phone: 202-955-5890 Matthew P. Fink President