Put your stock in WHOI
Gifts of securities can make an immediate impact for both WHOI and you. And if the gift is made with appreciated securities, you will incur no capital gains tax.
Home | Ways to Give | Gifts of Stock
Securities delivered electronically
Please have this information handy when you are ready to make an electronic transfer of stock with your broker:
| Brokerage: | Cape Cod 5 Investment Services Simion Procopenco 508-247-2120 Simion.Procopenco@osaicinstitutions.com |
| DTC Number: | 0443 |
| Account Name: | Woods Hole Oceanographic Institution |
| Account Number: | NFL066208 |
| Tax ID Number: | 04-2105850 |
Securities delivered by mail
Stock certificates should be mailed unendorsed via certified or registered mail. A signed stock power should be mailed under separate cover. (This precaution is to ensure there is no possibility of theft.)
Mail to:
Pershing LLC
One Pershing Plaza
Jersey City, NJ 07399
Attn: Custody
Please call, write, or email this information at the time of transfer to:
Cole Willett
Phone (508) 289-3319
Email: cole.willett@whoi.edu
IMPORTANT NOTE:
Regardless of the delivery method of a gift of stock (electronically or via mail), you 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.