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Stock Transfers

Step 1: Initiate the Stock Transfer

  1. Securities can be gifted to The Fisher Center via electronic transfer in which your broker transfers shares using the Fisher Center DTC number. You must contact your broker to initiate the transfer. See below for a sample letter you may provide to your broker:
  2. Sample Letter to Broker:

Dear [Insert broker name],

I would like to make a gift of stock on [insert date] to The Fisher Center for Alzheimer’s Research Foundation. Please transfer [number] shares of [company name] to the foundation on [indicate month, year when you would like transfer to occur].

Use the following transfer instructions:

Primary Contact: Deborah E. Bowles, CFP
Receiving Bank:  Wells Fargo
Acct Name:  Fisher Center For Alzheimer’s Research Foundation
DTC#:  0141
Account #:  3733-3729

Please notify The Fisher Center for Alzheimer’s Research Foundation of the gift being transferred.

Contact information is as follows:

Primary Contact: Rebecca Libed
Email: donations@alzinfo.org
Phone: 1-800-259-4636

Thank you for your prompt attention to this matter.

Sincerely,
[Insert your name]

Step 2: Notify The Fisher Center by Filling out the Form Below

Step 3: Send the Securities Electronically to The Fisher Center for Alzheimer’s Research
Foundation

Provide your broker the following information:
Primary Contact: Deborah E. Bowles, CFP
Receiving Bank: Wells Fargo
Acct Name: Fisher Center For Alzheimer’s Research Foundation
DTC#: 0141
Account #: 3733-3729