Gifts of Stocks and Securities

Sample Letter 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

Trinity University
Development Office
One Trinity Place, San Antonio, Texas 78212-7200
(210) 999-7415 or Toll-Free 888-TU-DONOR (883-6667) voice      (210) 999-7433 fax