How to give a gift of stock
Lady Slipper in the forest by Jeff Glover
Be sure to consult with your financial advisors first. Then, let us know a gift is coming and what program or department you want us to apply it to.
Stocks can be transferred electronically by your broker to Hawk Mountain Sanctuary’s account at Vanguard. If you decide to make a stock gift by electronic transfer, please let our Membership Manager Tammy Jandrasitz know of your gift. The value of stock on the date of transfer is what is used to determine the gift amount.
Your broker will need the following information:
DTC ID: 0062 Vanguard
For Credit to Hawk Mountain Sanctuary Account: #32796191
Vanguard Contact: Jim Gorman, 1-800-567-5163
Securities held by your broker
Inform your broker in writing that you wish to give appreciated securities to Hawk Mountain Sanctuary. Be sure to let the broker know when you'd like the transfer made. Share the information above.
Certificates you hold
If you hold the actual stock certificates, you will need to sign a stock power form for each certificate you contribute. You may obtain a stock power form from any broker or financial institution. When you sign the power, be sure to sign your name exactly as it appears.
When mailing certificates, use two envelopes. In the first, place the unendorsed certificates. In the second, place the completed stock power(s). Mail to us on the same day by certified mail. Gift date is determined by post mark.
Hawk Mountain Sanctuary
1700 Hawk Mountain Road
Kempton, Pa 19529