Thank you for providing these details and letting us know your gift is coming.
Information to give your broker:
- Investment Firm Name: Gale Investment Management
- Firm Mailing Address: 675 Tyler St, Port Townsend, WA 98368
- Contact: Stephanie Gale, 360.385.5044, firstname.lastname@example.org
- Account Title: Northwest Maritime Center
- Account Number: 0QF364541
- DTC Number: 0226
- NWMC Tax ID Number: 91-1931643
Don't forget these two things:
- Remind your broker to include your name and contact information in the DTC comment field.
- Please alert us when you donate securities. It's the only way we'll know of your generous gift.
A note on valuation: The value of a gift of stock is the mean between the high and low stock price on the date the gift is made. The value of gifts of mutual fund shares is the fund's closing price on the date the gift is made.