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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:
A. For DTC Eligible Common Stocks:
FBO Upper Valley Trails Alliance
B. Wires of Funds to:
Wachovia Bank, N.A. / Roanoke VA ABA 051400549
Beneficiary: First Clearing, LLC
Account # 5050000000631
For Further Credit Upper Valley Trails Alliance
C. Physical Delivery:
Wells Fargo Advisors, LLC
P. O. Box 643
Hanover, NH 03755
For Deposit to Acct 5692-6875
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 800-258-9717.