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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.

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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
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


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.