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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.

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 – m.borowiak@wilmingtonadvisors.com

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

 

For Special Designated Gifts of stock please contact Bonnie Girard at bgirard@wetlandsinstitute.org or call 609-368-1211 x114.