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