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: Pershing LLC
One Pershing Plaza
Jersey City, NJ 07399

Contact:
Taylor K. Masson
508-247-1834
tmasson@infinexgroup.com

DTC Number: 0443
Account Name: Woods Hole Oceanographic Institution
Account Number: NFL066208
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

Stock certificates should be mailed unendorsed via certified or registered mail. A signed stock power should be mailed under separate cover. (This precaution is to ensure there is no possibility of theft.) Mail to:

Pershing LLC
One Pershing Plaza
Jersey City, NJ 07399
Attn: Custody

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