How to Make a Gift of Stock to Shelburne Farms
You may either instruct your broker to hold the securities in an account for Shelburne Farms or 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 firstname.lastname@example.org.