How to Make an Outright Gift of Stock

Electronic transfer:
Giving stock through electronic transfer is the easiest method when a donor maintains holdings in a brokered account. Depository Trust Company, or DTC, is the clearinghouse for our electronic security transfers. Each brokerage firm has a specific DTC number. When you wish to make a gift of stock to Tech Foundation, provide the following information to your broker:

Account Name: Tech Foundation, Inc.
Account Number: 186-07423-19-702
DTC Number: 0418
Our Broker: Smith Barney

It is important that you alert Tech Foundation before transferring the stock so that we can make arrangements with our broker to receive the stock. At the same time, please indicate the name of stock, number of shares and purpose of the contribution, such as an Annual Fund gift to Tech Foundation, a pledge payment, or funds to establish an endowment. To ensure that we carry out the wishes for your donation, it is best to write us a letter with this information and send to:

Kathleen DuBois
Tech Foundation, Inc.
405 Fayette Pike
Montgomery, WV 25136-2436

If you have questions, please contact Kathleen DuBois at (304) 442-1003.