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Stocks & Bonds

CHARITABLE DONATIONS OF STOCK OR BONDS

(Complete for Stock or Bond Transfers to Annual Fund Only)

*Please Send This Form To Your Broker*

Date: _________________________

Account Number: _________________________________

Account Registration (Title): _________________________________

Please accept this letter as authorization to irrevocably transfer the following from my account. Shares should be transferred in kind and are not to be liquidated.

Please transfer _________ shares of ____________________________, symbol _____________ to the following account:

Account Name: Redwood Day School Annual Fund

Account Number: 7345-6209

DTC Number: 0164

Contact at Charity: Bettina Bocheff

Associate Director of Advancement for Annual Fund

(510) 534-0804 ext.236

bbocheff@rdschool.org

Brokerage Firm: Charles Schwab & Company, Inc.

P.O. Box 52013

Phoenix, AZ 85072-2013

Contact at Brokerage Firm: Institutional Service Group

Northern California Team #10

Phone Number: 800-626-0026 Option 2

Please Note: If you wish to gift shares of a MUTUAL FUND, for the purpose of re-registration, mutual fund delivery instructions will be required from the recipient and/or the receiving brokerage firm.

___________________________________ ___________________________________

Account Holder’s Signature Joint Account Holder’s Signature

 


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