Securities Held by Your Broker
If your broker (or bank) holds your securities, your gift can be electronically transferred to The
Retirement Resource Organization. The Organization maintains accounts with most full-service and discount brokerage firms and mutual fund companies. Please contact us for more details at (877)
855-3718 (toll-free).
You may also transfer securities to The Retirement Resource
Organization's account at Merrill Lynch*, Account #123-01234, DTC # 5198. When transferring stocks to this account, complete our Electronic Funds Transfer Form and mail or fax it to the Gift Planning program at
(810) 494-9363.
*Publication of this account number does not constitute an endorsement of Merrill Lynch or of its products and services.
Another option is to inform your broker that you would like to donate securities to the
Organization. Your broker/banker should contact Mark McGuinty, Stock Gift Manager, in Gift Planning to provide the details of the gift by calling (877)
855-3718, sending an e-mail to mark.mcg@retirement-resource.org or by writing to:
The Retirement Resource Organization
Gift Planning
Attn: Mark McGuinty
1011 Lincoln Drive
Brighton, MI 48116-3794
Sample Letter for Donating Stock
Sample Letter for Donating Mutual Funds
Securities
Information provided on our Internet site is not intended to be tax or legal advice. Please consult a qualified financial advisor before making a gift.
| The Retirement Resource Organization, Inc. is a tax-exempt charitable organization under Section 501(c)(3) of the Internal Revenue Code.
Donations are tax-deductible. | |
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