Stock Transfer Intention Form

It's simple to make a gift of stock to Essentia Health 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.