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 Account#: 26709137
Brokerage Account Name: The Wetlands Institute
Clearing Firm: DTC #0075
Brokerage Contact Name: Meghan Palumbo – firstname.lastname@example.org
Brokerage Contact Phone#: 1-800-724-7788
For Special Designated Gifts of stock please contact Bonnie Girard at email@example.com or call 609-368-1211 x114.