Stock, Mutual Fund, And Qualified Charitable Distributions (QCD)
Stock or Mutual Fund
To transfer stock or mutual fund shares to Make-A-Wish Texas Gulf Coast and Louisiana electronically, provide these transfer instructions to your broker:
CLEARING ACCOUNT INFORMATION (DTC Information)
The Northern Trust Company, 50 S LaSalle, Chicago, IL
DTC participant number: 2669
FFC Account #: 4477441
FFC Account Name: Make-A-Wish – Operating
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** Make-A-Wish is able to accept Mutual Funds that are ACATS eligible. Please verify with your financial advisor. Please contact Michelle Pisklak, VP Client Advisor at Northern Trust at (713)284-1705 or [email protected] if the shares are NON-ACATS eligible.
For NON-ACATS eligible, we need more information such as description of shares, number of shares, ticker, cusip, contact at sending institution, and donor name as the Mutual Funds shares have to be re-registered.Â
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It is important that you authorize the broker to disclose to Make-A-Wish Texas Gulf Coast and Louisiana the following information pertaining to the stock transfer so that your gift is efficiently identified:
- Donor name and address
- Name of stock and number of shares
- Estimated value
- Purpose of gift
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Please notify us when you are planning to make a gift of stock of mutual fund shares (see contact information below).
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For more information, contact:
Nicole Gabler
Director of Foundation Engagement
Phone: (979) 505-0263
Legal name:Â Make-A-Wish Foundation of the Texas Gulf Coast and Louisiana, Inc.
Legal address:Â 12625 Southwest Freeway, Stafford, TX 77477
Federal tax ID number:Â 76-0116615