Charles Schwab
Account #:71110503
DTC #:
Contact Person: Arrange transfer through your broker
Assistant:
Telephone No.: (800) 435-4000
Stifel Nicolaus
Account #:7305-3631
DTC #:0793
Contact Person: John Doris
Assistant: Michelle Labella
Telephone No.: (203) 772-7200
Merrill Lynch
Account #:812-04495
DTC #:5198
Contact Person: Betsy Hartmeyer
Assistant: Jeff Gilbertson
Telephone No.: (203) 789-2470
Morgan Stanley
Account #:116-033356-104
DTC #:0015
Contact Person: Joe Matthews - Adler Group
Assistant: Lonnie Cohen
Telephone No.:(203) 781-5935
USB Financial Services
Account #: LH-A5025-40
DTC #:
Contact Person: Barbara Mazzarelli
Assistant:
Telephone No.:(203) 562-0700
Salomon Smith Barney
Account #: 577-19976
DTC #:
Contact Person: Mary Beth Wafer
Assistant: Amy
Telephone No.: (203) 772-3970
If you have or use a broker from a firm other than the 6 noted above, instruct him or her to transfer the stock to the Merrill Lynch account noted above (the transfer is done electronically), using Merrill Lynch’s Depository Transfer Corp # 5198. Please have your broker contact Stefanie Boles, Director of Finance and Administration for United Way at 203 772-2010, 219 or broker Betsy Hartmeyer to alert United Way that the transfer in progress.
If you do not use a broker, mail or deliver the stock to:
Stefanie Boles
Assistant Vice President of Finance and Administration
United Way of Greater New Haven
71 Orange Street
New Haven, CT 06510
Please send separate from the stock a signed Stock Power, but please do not “sell, assign or transfer” the stock to the United Way (our broker informs us the clearing agent cannot sell the stock in this form). United Way will send an immediate acknowledgement of the gift.
Note that on the date of the gift (the date the stock is transferred into one of the United Way accounts or the date the stock is received by UW directly) is the date of the gift. Tax deduction receipts will be issued based on the average of the high and low of the stock on the date of the gift.
Please contact Stefanie Boles, Assistant Vice President of Finance and Administration by phone at 203 772-2010, 219 or email: sboles@uwgnh.org if you have any questions.
|
