Making a gift of stock or mutual funds to Tina’s Wish is a relatively simple process. Please instruct your broker to electronically transfer the stock or mutual funds to the Tina’s Wish account at Vanguard. Your broker will need the following information to complete the transfer. To download and save a copy of the instructions below, CLICK HERE.
For Individual Stocks & non-Vanguard Mutual Funds:
Broker: Vanguard (877) 662-7447
DTC Number: 0062
Tina’s Wish Account Number: 71571983
Beneficiary: The Honorable Tina Brozman Foundation Inc.
For Vanguard Mutual Funds:
Broker: Vanguard (888) 809-8093
DTC Number: 5772
Tina’s Wish Account Number: 88344934540
Beneficiary: The Honorable Tina Brozman Foundation, Inc.
For all transfers (if needed):
By U.S. Mail:
P.O. Box 982903
El Paso, TX 79998-2903
By FedEx or UPS:
5951 Luckett Court, Suite A3
El Paso, TX 79932
After you instruct your broker to make the stock or mutual fund transfer, we ask that you let us know of your gift. Unfortunately, when securities are transferred electronically, the donor’s name is not always included in the transfer information. If we have the following information, we will be able to properly match the stock or mutual funds that we receive. Please call or email us with the following details:
- Name of securities transferred
- Number of shares
- Originating brokerage firm
- Approximate date of transfer
Thank you for supporting Tina’s Wish!
For further information please contact:
Beverly Wolfer, Executive Director, email@example.com, (212) 880-5757