GIFTS (TRANSFERS) OF SECURITIES/STOCKS

To request our financial information for gifting stock, please fill out your contact information and the details of your intended gift in the form below. Please note that the gift details you provide here are nonbinding, and are used only to help verify gifts received and provide you with a proper tax acknowledgment letter.

What is the name of your financial brokerage?(Required)

Please list securities that are held in the brokerage you specified in the preceding question that you are planning to gift?

# of shares

Ticker

Stock Name

Name(Required)

First Last

What is your e-mail address?(Required)

What phone number can we reach you at?(Required)

What address should we mail your tax acknowledgement letter to?(Required)