Gifts of Stock and other Securities
Thank you for considering a gift of appreciated securities to the Trudeau Fund!
To properly credit your gift, we ask that you notify the Development office, to let us know that a gift will be transferred. Due to privacy laws, gifts of securities may be transferred without a clear link to the name of the original donor. If we don’t know that you are the donor, we cannot properly credit your gift, nor provide you with a gift receipt for tax purposes.
- Before initiating a gift, please contact Jennifer White at (401) 739-2700 x 281. He will request the donor’s name, the names of the securities that will be transferred, number of shares, the anticipated date of transfer, the CUSIP Number or Ticker Symbol of the stock and the DTC Participant # of the broker/ bank transferring the securities.
- Notify your broker that you are making a gift of stock or bonds to the Trudeau Fund. Instruct your broker to transfer the securities, if DTC-eligible, to the Trudeau Fund account at Citizens Bank. Your broker will need the following information:
Administrator: Jeffrey K. Hanna CFA, CFP®, CWS®
Telephone Number: (401) 260-4174
Fax Number: (401) 536-9026
Email Retirement Plan Services
Citizens Bank DTC delivery information:
DTC #901 (Bank of NYMellon)
Acct #101400 (Citizens Bank)