[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-281382-105":53,"doc-detail-281382-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","sample-letter-of-instruction-to-broker-to-transfer-stock-to-hospice-giving-foundation-gift-transfer","Sample Letter of Instruction to Broker to Transfer Stock to Hospice Giving Foundation - Gift Transfer","","A reusable instruction letter template for donors who want to irrevocably contribute shares of stock to Hospice Giving Foundation. The form collects donor details, broker and financial institution information, and the transfer terms, including the number of shares, whether the gift is unrestricted or designated for a specific purpose, and the latest transfer date. It specifies the receiving account at Wells Fargo Advisors (DTC number and account number) and requests prompt handling, with a space for signatures and donor spouse details, plus a cc to the foundation.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/sample-letter-of-instruction-to-broker-to-transfer-stock-to-hospice-giving-foundation-gift-transfer/281382/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/sample-letter-of-instruction-to-broker-to-transfer-stock-to-hospice-giving-foundation-gift-transfer/281382.png","ImageObject",442,249,{"name":88,"@type":89},"Ezra","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-28","2026-09-16",true,{"@type":98,"interactionType":99,"userInteractionCount":8},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What information must be filled in for the stock transfer instruction letter?","Question",{"text":108,"@type":109},"The template requires donor name(s), address, telephone number, date, broker name, the donor’s securities account number, the number of shares, and the latest transfer date.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How does the template handle unrestricted versus purpose-specific gifts?",{"text":113,"@type":109},"It includes a choice for either General Operations/Unrestricted or a designated purpose, with a prompt to specify the purpose when applicable.",{"name":115,"@type":106,"acceptedAnswer":116},"Where should the broker transfer the shares according to the template?",{"text":117,"@type":109},"The letter instructs transfer from the donor’s account to Hospice Giving Foundation’s account at Wells Fargo Advisors, including the DTC number and the account number shown in the template.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},281382,1790051591,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":8,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":4},1099514068035,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","SAMPLE OF A LETTER OF INSTRUCTION TO BROKER TO TRANSFER STOCK TO  \nHOSPICE GIVING FOUNDATION  \nDonor Name(s)  \nAddress  \nTelephone Number  \nDate  \nName of Broker  \nFinancial Institution/Company Address  \nRe: Letter of Instruction to transfer securities  \nDear   :  \nI wish to irrevocably contribute   shares of   stock to Hospice Giving Foundation as a gift for [choose one]:  \n€ General Operations/Unrestricted  \n€   (specify purpose)  \nPlease transfer these shares as soon as possible, but no later than (specify date) __________________  \nfrom my Account \\# _____________________ to Hospice Giving Foundation’s Account:  \nWells Fargo Advisors DTC \\# 0141 Account \\# 2068-1143  \nAccount Name: Hospice Giving Foundation  \nIf there are any questions about this transfer of stock, please call me at   (phone number) . Thank you for your prompt attention to this request.  \nSignature/Donor Name  \nSignature/Donor Spouse if applicable  \ncc: Hospice Giving Foundation  \n80 Garden Court, Suite 201 Monterey, CA 93940","cbCaidKfpN5CYyhi","https://ap.wps.com/l/cbCaidKfpN5CYyhi","pdf",68528,"English","# Letter of Instruction to Broker\n## Donor and Transfer Details\n## Broker Instructions and Receiving Account\n## Signatures and Distribution","[{\"question\":\"What information must be filled in for the stock transfer instruction letter?\",\"answer\":\"The template requires donor name(s), address, telephone number, date, broker name, the donor’s securities account number, the number of shares, and the latest transfer date.\"},{\"question\":\"How does the template handle unrestricted versus purpose-specific gifts?\",\"answer\":\"It includes a choice for either General Operations/Unrestricted or a designated purpose, with a prompt to specify the purpose when applicable.\"},{\"question\":\"Where should the broker transfer the shares according to the template?\",\"answer\":\"The letter instructs transfer from the donor’s account to Hospice Giving Foundation’s account at Wells Fargo Advisors, including the DTC number and the account number shown in the template.\"}]","Sample Letter of Instruction to Broker to Transfer Stock to Hospice Giving Foundation - Gift Transfer | PDF",1789565856]