Securities Transfer Instructions

Giving Securities to The Community Foundation of Southeastern Connecticut

Download a pdf of these instructions.

147 State Street , New London , CT 06320

860-442-3572

860-442-0584 FAX

www.cfsect.org

Contact:   Alison Woods , Director of Gift Planning

860-442-3572

alison@cfsect.org

To ensure accurate designation and proper acknowledgement of your gift, please let the Community Foundation know about your stock gift by contacting Alison Woods (contact information listed above)

 

IF YOUR BROKER OR BANK HOLDS THE CERTIFICATE:

 

To transfer stock using the DTC automated system, your financial agent needs the following information:

 

Account Name:	The Community Foundation of Southeastern Connecticut
Account Number:	F/F/C account #ABE-097888
Contact:	Mark Hunter State Street Bank 225 Franklin Street Boston, MA. 02110 1-866-548-5595 (for stock trands only-recorded line) FAX: 617-664-1547
DTC #:	0226 (National Financial Services, LLC)
Community Foundation Tax ID:	06-1080097

The date for establishing the gift value of the stock is the day the shares enter the Community Foundation’s account.

IF YOU HOLD THE CERTIFICATE:  Please call The Community Foundation