Gifts of Stock to the Upper Valley Trails Alliance

An outright gift of appreciated securities, or stock, to the Upper Valley Trails Alliance is a quick and easy way to make a meaningful gift, avoid the capital gains tax and receive an income tax deduction for the fair market value of the stock at the time of the gift.

The following transfer instructions will enable your broker to facilitate an electronic transfer of stock. Transfer instructions are as follows:

Transfer instructions:

Receiving Firm Information:
Wells Fargo Clearing Services            
One North Jefferson Ave
St Louis MO  63103

All DTC eligible securities        
DTC#:  0141
Upper Valley Trails Alliance
Account# 6419-3713

Certificated stocks may be dropped off at:

Wells Fargo Advisors, LLC,
35 Centerra Parkway, Suite 201
Lebanon NH  03766.

Contact at Wells Fargo Advisors:  

Note to Donors

It is important that you notify the Upper Valley Trails Alliance in advance of making a gift of securities. Without such notice, gifts of stocks may be transferred to UVTA with the identity of the donor unknown, making proper credit and timely acknowledgement extremely difficult. In addition please ask your financial adviser to include your name on your gift.

If you require more assistance on making a transfer of securities, please contact UVTA Executive Director, Russell Hirschler at (802) 649-9075 or Wells Fargo Advisors, LLC at 603-643-3338.