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Gifts of Stock and Securities

To make a stock gift, notify your broker that you wish to transfer securities into CAI’s brokerage account at Merrill Lynch.

In order for us to properly receive the gifted shares into our account and to provide an accurate and timely acknowledgement for your tax records, please send us:

  • A concurrent notification with the donor's name
  • The type and number of shares being transferred
  • The name and phone number of the donor's broker

This notification should be sent to:
P.O. Box 82
Woods Hole, MA 02543
Phone: 508-548-9600 ext.1713

Further questions about gifts of securities to WCAI? 
Carrie Colodner, Development Operations Manager, GBH 
Phone: (617) 300-3663