Stock Gift Sample Letter

Stock Gift Sample Letter

STOCK GIFT SAMPLE LETTER

(Date)

Your Broker’s Name
Brokerage Firm’s Name
Brokerage Firm’s Address

Dear (Broker):

I, (donor’s name), authorize you to transfer ____ (number of shares) shares of __________________ (name and ticker of stock) from my account, ____________________ (brokerage account number).  Please transfer these shares to the Rose Brooks Center.  The Rose Brooks Center account information and transfer instructions are as follows:

DTC
DTC #2669
Midwest Trust Company account # 17-53429
Further Credit to Rose Brooks Center Inc 10840019409

Please contact Marla Svoboda (816-605-7110) with the following information:

  • Your name and phone number
  • My name as donor
  • Name and ticker of the stock transferred
  • Number of shares being transferred

If you have any questions about this transaction, call me at (donor’s phone number).

Thank you for your prompt attention to this matter.

Sincerely,

(Donor’s name)

 

Cc: Marla Svoboda
Rose Brooks Center
PO Box 320599
Kansas City, MO  64132

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