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La Leche League International
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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 #: 0374
Account #: 3267-5475
Brokerage Firm: Janney, Montgomery, Scott, LLC
Broker Contact: Peter Scudner
1650 Crooked Oak Drive, Suite 100
Lancaster, PA  17601
Phone:   1-800-548-2104  or   (717) 519-4161
Fax: (717) 581-1272

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) 519-7730ext. 240, by email at fdassociate@llli.org, or by fax at (847) 969-0460.

 

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.


Thank you for your support of La Leche League International!

 

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