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
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