A stock transfer to Call of the Sea is a meaningful way to make an impact on the environmental education for generations of youth to come. DTC or Electronic transfer is the fastest and most secure method for donating securities.
DTC OR ELECTRONIC TRANSFER INSTRUCTIONS
It is a two-step process:
- Notify David Anderson at treasurer@callofthesea.org
with your intention to donate securities prior to initiating the transfer of securities to Call Of The Sea.*Prior notification is critical to identifying your gift of securities, as donor information does NOT transmit through the DTC system. - Transfer the Securities or Funds:
Brokerage Instructions:
To deliver securities to our brokerage account at First Republic Securities Company LLC (FRSC):
- Deliver To: First Republic Securities Company LLC
- DTC#: 0443 (Clearing through Pershing LLC)
- Account Number: 33L254555
- Account Name: CALL OF THE SEA
- Tax ID #: 94-2951488
Mutual Fund Instructions
Please contact Gloria Wong at First Republic Securities Company at Onlinebrokerage@firstrepublic.com
The following information is required:
- Account Number
- Share Quantity
- Symbol
- Donor Name
{Donor Name-Year } or {Anonymous } - Financial Institution
Your donation will NOT be complete until you notify Call of the Sea of your intent to donate securities, and until shares are received in the Call of the Sea First Republic Securities Company (FRSC) Brokerage account.