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Securities Transfer Instructions

Giving Securities to The Community Foundation of Eastern Connecticut

147 State Street , New London , CT 06320
860-442-3572
860-442-0584 FAX
www.cfect.org
Contact: Alison Woods, Director of Gift Planning
860-442-3572
alison@cfect.org

To ensure accurate designation and proper acknowledgement of your gift, please let the Community Foundation know about your stock gift by contacting Alison Woods (contact information listed above)

If your broker or bank holds the certificate

To transfer stock using the DTC automated system, your financial agent needs the following information:

  • Account Name: The Community Foundation of Eastern Connecticut
  • Account Number: F/F/C account #ABE-097888
  • Contact:
    Lou Davey
    State Street Global Markets
    One Lincoln Street
    Boston, MA. 02111
    1-866-548-5595 (Option #3)
    FAX: 617-664-1547
  • DTC #: 0226 (National Financial Services, LLC)
  • Community Foundation Tax ID: 06-1080097
  • The date for establishing the gift value of the stock is the day the shares enter the Community Foundation’s account.

If you hold the certificate

Please call The Community Foundation