Gifts of Stock

CAMC Foundation Eligible Security Transfer Instructions

Thank you for considering a donation of stock to the CAMC Foundation.  We appreciate your generosity.

1.  Before transferring assets, the CAMC Foundation must be notified by telephone at 304-388-9860 or by email at camcfoundation@camc.org of your donation in order for Merrill Lynch, our investment manager, to accept the transfer. 

2.  Please provide your financial institution with the following information to initiate your transfer request: 

Donor’s Name: ________________________________________________________________
Donor’s Address: ______________________________________________________________
Security Name: ________________________________________________________________
CUSIP:  _________________________________________________________________________
Number of shares:  ____________________________________________________________

3.  DTC Transfer Instructions 

Bank of America Merrill Lynch
DTC Number:  5198
Account Number:  5AX03772
Account: CAMC Foundation, Inc.

Contact:

Ms. Devin O’Connor
Private Banking & Investment Group
Merrill Lynch Pierce, Fenner & Smith Inc.
212-236-9196   devin.oconnor@ml.com