Home
About First Parish
Worship Services
Education & Spirituality
Social Action
Church Life
Search Site
Login Form





Lost Password?
No account yet? Register
Administrator

Stock Donation

Sample Letter to Broker

(Date)

Broker
Brokerage Firm
Address

Dear Sir or Madam:

Please use this letter as authorization to transfer ________ shares of
_________________________________________ from my/our (name)
___________________________________ account #: ___________________, as a
charitable gift to the First Parish in Concord.

Please deliver this gift to Citigroup Global Markets Inc. (Smith Barney) into the First Parish in Concord Account, #398-71411-10-EW3 held at Smith Barney, Waltham, Massachusetts.

The Tax Identification Number for this account is 04 212 6599. The Receiving Agent is:

Sam Webber
Citigroup Global Markets Inc. (Smith Barney) DTC #0418
950 Winter Street, Suite 3400
Waltham, MA  02451

Telephone: 781-672-5137, Toll Free: 800-344-4495

Thank you for your assistance. If you have any questions, please do not hesitate to contact
me/us at this number.

Sincerely,


Your name(s)

Social Security #: _____________________

(Gold Medallion signature if required)




cc: Peg Gallo
Collector, First Parish in Concord
20 Lexington Road
Concord, MA 01742