Giving
Ways to Give

Stock Transfer Form

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
Attn: Greg Prahser
2361 Rosecrans Ave, Suite 460
El Segundo, CA 90245
phone: 310-647-8042
email: greg.prahser@rbc.com

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, on or before the day you contact your broker to transfer the stock, complete the form below. Without this information, there may be a delay in the receipting process. Submitting this form to Crossroads will allow us to follow up with the broker to make sure the stock is immediately sold upon transfer. 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 Information
Broker Information
Gift Information
mm/dd/yyyy
Annual Report Preference