If you have your shares of stock in a brokerage account, this is a convenient way to transfer your securities. Simply instruct your broker to electronically transfer your securities out of your account into Insight for Living Ministries' RBC Wealth Management account and provide the appropriate account information below:
RBC Wealth Management
1 Cowboys Way, Suite 450
Frisco, TX 75034
After your broker transfers your securities out of your account into Insight for Living Ministries' RBC Wealth Management account, please call Insight for Living Ministries at 1-800-772-8888 to let us know you have made this transfer so we can update our records.
When making a gift of appreciated securities to Insight for Living Ministries it is important that you contact us in advance so that your gift will be properly credited when received and so that we may provide you with an acknowledgment letter for tax purposes.
This Securities Transfer Form is to assist you in contacting Insight for Living Ministries with the details of your transfer. When completed, you may either:
- Mail it to us at: Insight for Living Ministries, Attn: Stock Transfers, PO Box 1050, Frisco, TX 75034
- Fax it to 469-535-8486 Finance Dept
- Email it to firstname.lastname@example.org.
If you have any questions or need further information, please call customer service at 1-800-772-8888.