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 Development
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: |
Jason Bissonette
State Street Bank
225 Franklin Street
Boston, MA. 02110
617-664-8846
FAX: 617-664-4699 |
| DTC #: |
0226 |
Community
Foundation Tax ID: |
06-108-0097 |
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
|
