Stock Transfer

If you would like to make a gift of stock to the Crossroads Fund, contact your bank or broker and provide them with the following account information:

BROKER
RBC Wealth Management
2361 Rosecrans Ave, Suite 460
El Segundo, CA 90245

phone: 310-647-8042

ACCOUNT
308-73773

DTC NUMBER
0235

FEDERAL TAX ID
23-7120625

Thank you very much for your gift of stock to Crossroads School. If you have any questions, please contact the Advancement Office at giving@xrds.org.

Also, please complete the form below as we need to know what shares you will be donating. Without this information, there may be a delay in the receipting process. This form is also available as a printable PDF.

Please contact Crossroads or RBC Wealth Management if the shares have any legends or restrictions since special arrangements must be made for the sale and will require additional time.

*Donor Name(s)

*E-mail Address

*Broker Name

*Broker Firm

*Account #

*Phone Number

*Name of Stock

*# of Shares

Gift Designation