Gifts of Stock - Cape Elizabeth Land Trust

Gifts of Stock

Photo by Laurie DePaolo

Gifts of Stock

Instructions for Transfer of Securities to Cape Elizabeth Land Trust via DTC Delivery Effective February 2016

We are pleased to provide information required to make a gift to the Cape Elizabeth Land Trust in the form of publicly traded securities. We accept transfers to our Fidelity Investments account.

Account Information

Fidelity’s Depository Trust Company (DTC) Number: 0226

Name and address: Fidelity Investments, Attn: TOA Receives, PO Box 770001, Cincinnati, OH 45277-0036

Local contact: Christopher Thomas, 800.521.3018 ext. 50602

Account Name: Cape Elizabeth Land Trust, Inc.

Account Number: Z67-767654

Donors are requested to contact the Cape Elizabeth Land Trust (CELT) directly or to have their broker contact CELT regarding transfers so that contributions may be properly credited. Donors and/or brokers, please advise Patty Renaud, CELT Membership and Development Manager, of the following information prior to initiating the stock transfer:

  • Name of stock to be transferred and its stock symbol;
  • Number of shares;
  • Approximate value of stock;
  • Gift fund allocation (unrestricted, land acquisition, stewardship, or education);
  • Gift date you are using;
  • Approximate transfer date; and
  • Name of clearing house (if used).

CELT is a charitable tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code. Tax ID No. 22-2736834.

For further information or assistance, please contact:

Patty Renaud
Cape Elizabeth Land Trust
Membership and Development Manager
330 Ocean House Road
Cape Elizabeth, ME 04107
207.767.6054
patty@capelandtrust.org

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