Stock Gifts
Gifts of securities can make an immediate impact for both WHOI and the donor. Such gifts are tax deductible at their fair market value and, if a gift is made of appreciated securities, the donor pays no tax on the capital gain.
Securities delivered electronically
The following information will enable your broker to facilitate an electronic transfer of stock:| Brokerage: | State Street Bank and Trust Company Specialized Trust Services 1200 Crown Colony Drive - CC107 Quincy, MA 02169 Contact: Steven J. Pinto (617) 985-7720 |
| DTC Number: | 0997 |
| Account Name: | Woods Hole Oceanographic Institution |
| Account Number: | WH17 |
| Tax ID Number: | 04-2105850 |
Securities delivered by mail
Mail your unendorsed certificate(s) and stock power in separate envelopes, by registered mail, to:
Woods Hole Oceanographic Institution
Gift Accounting
MS #40
Woods Hole, MA 02543
Notification of Donor Intent
Regardless of the delivery method of a gift of stock, the donor or the transferring broker must provide the following information, for audit and acknowledgment purposes:
- Donor's name and complete address
- Name and number of securities transferred
- Specify the Woods Hole Oceanographic Institution program to which the gift should be directed, if any.
You may call, write, or send e-mail to communicate this information at time of transfer to:
Donna Lamonde
Phone (508) 289-2760
Fax: (508) 457-2167
Email: dlamonde@whoi.edu

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