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  HomeTools and ResourcesFor Professional AdvisorsDraft Letter of Intent  
 

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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