Sample Dtc Transfer Letter Template

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Sample DTC Transfer Letter
Your Account Executive
Please transfer ____ shares of ___________________ stock from our account
#________________________ to Saint Ignatius College Preparatory. Please apply my gift to
_________________________________. The DTC transfer should be made to the following
account:
(donor to choose the account from the instructions on the reverse side, e.g.)
At the time of the transfer, please FAX a copy of this letter of instructions to the fax number
below.
Thanks for your assistance.
Sincerely,
John Q. Donor
cc:
Joe Vollert, Vice President for Development
Saint Ignatius College Preparatory
2001 37th Avenue
San Francisco, CA 94116
415/731-7500
FAX 415/731-9408

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