Our Charles Schwab Account—in the name of the Greater Burlington YMCA–is managed by Hanson and Doremus (802.658.2668)
Account #6312 9420 for the Y annual or capital campaigns
Account # 9380 6469 for Camp Abnaki
DTC: #0164 Code: 40
Please do not mark the gift as “anonymous” at this stage or your broker may shield your identify from the Y and we will not know who should be thanked and receive tax deduction information.
Please do let us know that stock is coming by emailing the name of the stock, number of shares, and any special instructions (such as your desire for the gift to be anonymous) to Emily Kalucki at email@example.com or by calling Emily at 802-652-8159.
If you are giving stock at year’s end, please note that brokers often recommend initiating the transfer at least a week ahead of December 31 to ensure that the transaction is complete before the end of the tax year.