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
fax: 310-647-8099
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 Director of Major Gifts Patti Finkelstein at PFinkelstein@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 Name(s)

*E-mail Address

*Broker Name

*Broker Firm

*Account #

*Phone Number

*Name of Stock

*# of Shares

*Gift Fund

Crossroads Fund Endowment Other

If you chose “Other,” please specify fund

*Date of Transfer