Stocks & Bonds: Electronic Transfer/DTC
If you hold stocks or bonds with a broker, you may transfer the securities electronically by instructing your broker to send the securities to our account through the Depository Trust Company (DTC). Details listed as follows:
Account name: La Leche League International
DTC #: 0226
Account #: Z73-320714
Brokerage Firm: Fidelity Investments
100 Crosby Pkwy., Mailzone KC1H
Covington, KY 41015
Investment Group: 1-800-343-3548
Please contact Fidelity Investment's Investment Group at the number listed for transfer instructions. In order to facilitate acknowledgment of your stock gift, please notify us of the name of the stock, number of shares donated, the date you donated the stock, and the value of the stock the date it was transferred. Please contact Holly Stevens, Development Director at (312) 646-6260, by email at email@example.com, or by fax at (312) 644-8557.
Mutual funds make excellent gifts and offer the same tax benefits as gifts of stocks or bonds.
If your mutual funds are held by your broker or banker, or are in certificate form, please use the procedure for stocks or bonds explained above.
Thank you for your support of La Leche League International!