Gifts of securities, such as stocks, bonds and mutual funds are a wonderful way to support AG Bell.
The most valuable gifts are undesignated and support AG Bell. These gifts allow flexibility for responding to the most urgent needs. However, AG Bell also accepts gifts designated to a specific purpose.
To ensure we can thank you for your generosity and credit your contribution, please notify [email protected] that a gift is being transferred, as donated stock that arrives in our account without identification may delay issuance of a tax-deductible receipt.
In your email alert to AG Bell, please include the donor name, the name, ticker symbol, and number of shares of the stock being donated, the mailing address of the donor for issuance of the tax receipt, the purpose of the gift, and whether it is a payment on a pledge.
Gifts of securities such as stocks, bonds and mutual funds may be made electronically by completing a Securities Transfer Form, or by instructing your broker to send the securities via Depository Trust Company (DTC) to brokerage firms listed below.
Gifts of Stock, Bonds, and Mutual Funds
AG Bell
Brokerage Firm: Merrill-Lynch
Account Name: 5up-74N02
Account Number: Alexander Graham Bell Association
Financial Advisor: The Clark Group
Telephone Number: 202-434-4707
Email: [email protected]
DTC Number: 8862
Reference: Donor Name (Including your name will ensure the gift is properly acknowledged)
For questions about transferring securities or mutual funds to AG Bell, please contact [email protected].
