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 #____
Trust company account # ________
Further Credit to Rose Brooks Center Inc ________
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