Stock Transfer Intention Form

It's simple to make a gift of stock to the Roper St. Francis Foundation!

We will receive basic information about your intentions, so we can lend any assistance and credit your gift when it arrives.

Steps:

1. Fill this form out and we will contact you.
2. Make sure you contact your broker to initiate the actual transfer.

Notes:

• Our office can help you walk through the possibilities for gift designations.
• For security reasons, we do not ask for your account number over the Internet.