Sample Letter to Broker s1

Sample Letter to Broker

I would like to make a gift of stock on [insert date] to the Pet Alliance of Greater Orlando. Please transfer [number] shares of [company name] to the charity on [indicate month, year when you would like transfer to occur]. Use the following transfer instructions:

Wells Fargo DTC Number: 0141 ACCT Name: Pet Alliance of Greater Orlando (Tax ID# 59-0637883) ACCT Number: 35756367

It is important to notify the Gift Processing Department of the gift being transferred. Contact information is as follows:

Pet Alliance of Greater Orlando Attn: Cathy Rodgers 2727 Conroy Rd. Orlando, FL 32839 E-mail: [email protected] Phone: (407) 418-0904 Fax: (704) 943-7257

Pet Alliance of Greater Orlando will also provide me with a receipt for this gift.

Thank you for your prompt attention to this matter.

Sincerely, cc: Pet Alliance of Greater Orlando