Stock Transfer Instructions

First, print, fill out, and send our stock transfer notification form to let us know your gift is coming; this helps us identify your gift when it comes in.

Draft a letter to your broker providing instructions for the stock transfer, and follow the stock transfer instructions below.

Info for Annual Fund stock donations

Brokerage Firm: LPL Financial

Brokerage Contact Name: Meghan Palumbo – m.borowiak@wilmingtonadvisors.com

Brokerage Contact Phone#: 1-800-724-7788

 

For Special Designated Gifts of stock please email finance@wetlandsinstitute.org.