LLLI | Stocks, Bonds, & Mutual Funds

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).

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. You can contact us at (847) 519-7730 ext. 240 or by email at fdassociate@llli.org.

Or you may contact our stock broker, Jim Kirchner from Smith Barney - Cardinal Group, directly at (717) 519-3214.

Mutual Funds

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.

If your mutual funds are held by the fund company, you may write a dated letter to the fund, indicating your account number and instructing them to transfer the shares to:

La Leche League International
Tax identification number: 36-2514518
Attn: Development Department
957 N. Plum Grove Road
Schaumburg, IL 60173

Contact the Development Department at (847) 519-7730, ext. 240, or fdassociate@llli.org.

Page last edited Tue Aug 18 02:11:53 UTC 2009.