Give a Gift of Stocks or IRA Rollover Funds
The Mystic & Noank Library gladly accepts the transfer of appreciated securities directly from you or from your broker.
Stock Transfer Instructions
Gifts of stocks held at a brokerage can be electronically transferred by your financial agent using the DTC automated transfer system.
1. Please instruct your broker to transfer stock into our Vanguard account at:
Account Name: Mystic & Noank Library
The Vanguard DTC #: 0062
The M&N Library Brokerage Account #: 78762006
The M&N Library Tax ID # 06-0709292
2. We request that you or your broker notify us of the name of the stock being transferred, the number of shares, and the date you requested the transfer.
3. Should you have any further questions, please do not hesitate to call our agent, Angelo Spanodemos at (516) 286-1539 or firstname.lastname@example.org or Loren Wren, Director of Development, at email@example.com or (860) 572-8191.
The date of the gift for tax-purposes is defined as the day the gift is released by an agent to the Library's account. The value of the exchange-listed securities for tax purposes is the average price as quoted by the markets on that date.
Charitable IRA Rollovers
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