Draft Letter of Intent
Date
John Smith
Broker
ABC Securities
123 Smith St
Ottawa ON A1B 2C3
Dear Mr. Smith
It is my intent to donate ( number ) of ( name ) shares (or a sufficient
number of shares to value approximately $_____ ) to The Ottawa Hospital
Foundation. To my knowledge, these shares are not subject to restrictions
on their sale or disposition and I am not aware of any material
undisclosed information concerning the shares.
I request that the transfer of these shares from my account # ______
to RBC Dexia account # 162176001, CUID # RTRA [or account # 162176002,
DTC # 901 if transferring US securities] occur by (date). It is
also my wish that my donation be designated to (include name of
campus/department/ endowment fund/project etc. ).
My current address and contact information is:
Address
City Prov
Postal Code
Home Telephone
Business Telephone
E-mail
The name and contact information of my financial representative
is:
Name, Title
Company
Address
City Prov Postal Code
Business Telephone
Business Fax
E-mail
Signed by donor
cc: Susan McIntosh, Planned Giving Officer, The Ottawa Hospital
Foundation (613-761-5014)
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