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