Making a Gift of Stock
Gifting marketable securities could be an especially advantageous way to support Keewaydin. For gifts of stock, please follow these instructions, and notify Tom Oxholm in the Keewaydin Foundation Development Office prior to transfer (802) 352-4247 tom@keewaydin.org.
If Securities are held in Donor's name in brokerage account or in street name:
The Donor(s) should notify their broker, in writing, of their intention to make an immediate charitable gift of shares of stock to The Keewaydin Foundation, Salisbury, Vermont (copy to The Keewaydin Foundation). Instruct the broker to:
Transfer the securities, electronically, to Keewaydin's account at Tower Square Securities, Inc. ~ DTC 0443, Account: 5CT238202, FBO the Keewaydin Foundation. (Our broker is Doug MacCallum, and he can be reached at (802) 388-6948. Please call prior to transfer.)
Date of Gift: The date that the securities are transferred by the broker, electronically into Keewaydin's account.
If securities are in physical form (certificate), held by and registered in the name of the Donor(s):
Donor(s) should hand deliver or mail (registered mail, return receipt requested) to The Keewaydin Foundation at the following address, in two separate envelopes:
The Keewaydin Foundation
10 Keewaydin Road
Salisbury, VT 05769
- 1) Stock certificate(s) ~ unsigned and accompanied by a letter indicating intention to make a gift of the shares of stock
- 2) Signed, "in blank" stock power(s) with signature guaranteed for each issue
Date of Gift: The postmark on the envelope in which the stock power(s) was(were) mailed to Keewaydin, or the date of hand delivery to Keewaydin.
The Keewaydin Foundation's Tax ID: 04 272 1019
Please call Tom Oxholm, The Keewaydin Foundation Development Director, at (802) 352-4247 if you have questions or need additional assistance.
