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        • When you're ready, Rose Brooks Is Here.

          IF YOU ARE IN IMMEDIATE DANGER,
          please call 9-1-1.

          Otherwise, please call our 24-hour crisis hotline,
           816-861-6100.

  • Donate

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 8619
Kansas City, MO  64114