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The deep ocean is home to hundreds of species with soft, jelly-like tissues. Many of these gelatinous animals are transparent, and many are beautiful. Siphonophores, such as the one pictured, are closely related to jellyfish. But instead of one umbrella-shaped bell, they are made of multiple units specialized for feeding, swimming or reproduction; each "petal" of this animal is one of these repeating parts. (Photo by Larry Madin, Woods Hole Oceanographic Institution)

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: Dan Connolly
(617) 537-3698
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:

Adrianne Wallace 
Phone (508) 289-2982 
Fax: (508) 457-2167
Email: awallace@whoi.edu