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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 for either Annual Fund or Endowment Fund stock donations.

Info for Annual Fund stock donations

Brokerage Firm: Raymond James Financial Services, LLC

Brokerage Account#: 759WV678

Brokerage Account Name: The Wetlands Institute

Clearing Firm: DTC #0725

Brokerage Contact Name: Christopher Shoemaker – Chris.Shoemaker@sturdyfinancial.com

Brokerage Contact Phone#: 609-463-1062

 

For more information please contact:
Bonnie Girard
bgirard@wetlandsinstitute.org
ph:  609-368-1211 x14

Info for Endowment Fund stock donations

Brokerage Firm: M&T Securities, Inc.

Brokerage Account Number: AZA321688

Brokerage Account Name: The Wetlands Institute

Clearing Firm: Pershing LLC – DTC#:  0443

Brokerage Contact Name: Meghan Palumbo – mborowiak@mtb.com

Broker Contact Phone#: 1-844-843-1429

 

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