How to Make a Gift of Stock to Shelburne Farms
To initiate a stock gift, please authorize your representative to transfer the certificates to Shelburne Farms account at Merrill Lynch (DTC # 8862 / Account # 86604064). Our broker is:
Sara J. Hughes, Client Associate
The GRK Group @ Merrill Lynch
60 Lake Street, Suite 1G, Burlington VT 05401
Toll Free: 800-286-6022
It is important that you not sell the securities in your name, as you would then be liable for capital gains taxes.
Please notify us when making a gift of stock so we may acknowledge your generosity and make sure that your gift is directed according to your wishes. Questions? Contact Anna Dundas at email@example.com.