Woods Hole Oceanographic Institution Home

Stock Gifts

Gifts of securities can make an immediate impact for both WHOI and you. And if the gift is made with appreciated securities, you will incur no capital gains tax.

Securities delivered electronically

Please have this information handy when you are ready to make an electronic transfer of stock with your broker:

Brokerage: State Street Bank and Trust Company
Specialized Trust Services
1200 Crown Colony Drive – CC107
Quincy, MA 02169
Contact: Nancy L. Gore
(816) 871-7431
nlgore@statestreet.com
DTC Number: 0997
Account Name: Woods Hole Oceanographic Institution
Account Number: WH17
Tax ID Number: 04-2105850

IMPORTANT NOTE:

Regardless of the delivery method of a gift of stock (electronically or via mail), you or the transferring broker must provide the following information, for audit and acknowledgment purposes:

  • Donor’s name and complete address
  • Name and number of securities transferred
  • Specify the Woods Hole Oceanographic Institution program to which the gift should be directed, if any.

Securities delivered by mail

Mail your unendorsed certificate(s) and stock power in separate envelopes, by registered mail, to:

Woods Hole Oceanographic Institution
Gift Accounting, MS #40
266 Woods Hole Road
Woods Hole, MA 02543

Please call, write, or email this information at the time of transfer to:

Adrianne Wallace 
Phone (508) 289-2982
Fax: (508) 457-2167
Email: awallace@whoi.edu