Gift Letter
Please find the attached documents.
Gift Letter & Requirements
Step 1: The person giving you your gift, the Donor, must complete and sign the “Gift Letter†below. Your signature is also required.
Step 2: Additional Donor Requirements - Source of gift funds - provide the following: ·        A copy of the gift check OR wire transfer form showing gift amount transferring out of account ·        A copy of the bank statement showing gift withdrawal OR a bank printout that is stamped and signed by the bank showing gift withdrawal ·        A copy of the bank statement showing gift funds clearing as well as a 30 day history prior
Step 3: Additional Client Responsibilities - Transfer of gift funds - provide the following: ·        A copy of the bank statement showing the gift being deposited with the funds showing as available in the balance
Attached files: