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 email@example.com 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: ________________________________________________________________
Number of shares: ____________________________________________________________
3. DTC Transfer Instructions
Bank of America Merrill Lynch
DTC Number: 8862
Account Number: 5AX03772
Account: CAMC Foundation, Inc.
Ms. Devin O’Connor
Private Banking & Investment Group
Merrill Lynch Pierce, Fenner & Smith Inc.