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.
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 Katye Charette, 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:
Instructions for Transfer of Securities_0216 (Print-ready PDF)