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HTML Preview Intent Letter For Transfer page number 1.
1
Sample Lett
er of
Intent
for Stock
Transfer
!
!
!
Dear Mr./Ms. Broker:
Please be advised that I, the undersigned, hereby request that __________
shares of ______________________________ be transferred from my account,
# ____________________ to the account of Trinity University in San Antonio,
Texas.
Enclosed are instructions on how to make the transfer to the Trinity
account.
The purpose of this transfer is to make a charitable contribution.
My taxpayer ID # is ______________________________. Please advise
me as to the completion of the transfer.
Sincerely,
John Q. Donor
cc: Trinity University
enclosure
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