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Giving securities to Hazelden via electronic transfer

Electronic stock transfer

Giving by electronic transfer is the most popular and most efficient way to transfer securities to Hazelden. This is done through a free delivery, which simply means that Hazelden gets 100% of the value of the transfer instead of the broker receiving a portion in commissions.

If your stock is held by a broker, notify the broker that you wish to make a gift of securities to Hazelden. Your broker will need written authorization from you before the transfer can be made. Be sure to indicate the name of the stock that you want to transfer, the number of shares, and where you would like your gift to be designated when it reaches Hazelden.

Once you have authorized the transfer, ask your broker to contact Hazelden's Gift Reporting Specialist at 651-213-4279. Our office will give your broker complete transfer instructions.

NOTE: Even if you have donated securities in the past, be sure your broker contacts Hazelden BEFORE the transfer is made. The transfer instructions can change from year to year. A quick phone call from your broker to verify the current instructions will prevent any transfer problem.

You will need to give the following delivery information to your broker to make a gift to Hazelden:

Merrill Lynch
Nancy Buttweiler
3400 World Trade Center, 30 E 7th St.
St. Paul, MN 55101
651-298-1739    
877-899-5370
651-290-2333 (fax)

For the benefit of:

Hazelden Foundation, Acct #693-04053
Federal ID#: 41-0682405
DTC #5-198

Hazelden Foundation
Development Office, BC2
PO Box 11
Center City, MN 55012-0011

 
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