Gifts of Stock and Securities

To make a stock gift, notify your broker that you wish to transfer securities into WCAI’s brokerage account at Merrill Lynch. You will need to give your broker the following information:

Name on Account:   WGBH Educational Foundation

Account Number:     818-042-32

DTC Clearing:            5198

Contact:                      Virginia Atwood

Direct Line:               (617) 946-4221

Email:                          virginia_atwood@ml.com

It is very important that you notify WCAI about the gift transaction at the same time you instruct your broker to transfer securities into our Merrill Lynch brokerage account.

In order for us to properly receive the gifted shares into our account and to provide an accurate and timely acknowledgement for your tax records, please send us:

  • A concurrent notification with the donor's name
  • The type and number of shares being transferred
  • The name and phone number of the donor's broker

This notification should be sent to:

WCAI

Attn: Sarah Tribuzio

P.O. Box 82

Woods Hole, MA 02543

Phone: 508-548-9600 ext.1712

Email: sarah_tribuzio@capeandislands.org            

Questions about gifts of securities?  Contact Sarah Tribuzio at 508-548-9600 ext. 1712 or sarah_tribuzio@capeandislands.org.