Sample Letter to Broker

Sample Letter to Broker

<p>Sample Letter to Broker</p><p>Dear:</p><p>I would like to make a gift of stock on [insert date] to the American Red Cross. 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:</p><p>Muriel Siebert and Co., Inc. C/O National Financial Services DTC Number: 0226 Account Name: American Red Cross (Tax I.D. Number 53-0196605) ACCT Number: A72-627844</p><p>It is important to notify the Gift Processing Department of the gift being transferred. Contact information is as follows:</p><p>American Red Cross Gift Processing 600 A Forest Point Circle Charlotte, NC 28273 E-mail:[email protected] Phone: (800) 797-8022, ext. 5 Fax: (704) 943-7257</p><p>The American Red Cross will also provide me with a receipt for this gift.</p><p>Thank you for your prompt attention to this matter. </p><p>Sincerely, cc: American Red Cross</p>

View Full Text

Details

  • File Type
    pdf
  • Upload Time
    -
  • Content Languages
    English
  • Upload User
    Anonymous/Not logged-in
  • File Pages
    1 Page
  • File Size
    -

Download

Channel Download Status
Express Download Enable

Copyright

We respect the copyrights and intellectual property rights of all users. All uploaded documents are either original works of the uploader or authorized works of the rightful owners.

  • Not to be reproduced or distributed without explicit permission.
  • Not used for commercial purposes outside of approved use cases.
  • Not used to infringe on the rights of the original creators.
  • If you believe any content infringes your copyright, please contact us immediately.

Support

For help with questions, suggestions, or problems, please contact us