Stock Donation Instructions Page 3
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3Sample Stock Donation Letter
<insert employee name>
<address>
<city/state/zip>
<daytime phone>
<email address>
<today’s date>
<insert broker name>
<mailing address>
<city/state/zip>
Dear <broker contact name>:
I would like to make a charitable donation to the designated agency named below through the
Pfizer United Way campaign. Please complete this transaction before/on <insert date>.
I would like to donate <insert # of shares> shares of common stock in <insert company name>.
The current value per share is $<insert average price as of today’s date>. The approximate total
value of my donation is <insert dollar amount (average price value X # of shares>.
Information and instructions on how to access the agency’s account can be obtained directly from
the agency. Here is the agency’s contact information:
<insert agency name>
<address>
<city/state/zip>
<phone>
<fax>
<email address>
Upon receipt of this request, please contact the agency named above to obtain their brokerage
account information needed to transfer the stock. Thank you for your help.
Sincerely,
<insert employee name>
cc: <agency name>
<address>
<city/state/zip>
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Parent category: Letters