Instructions for the Transfer of Stock Gifts

The electronic transfer of stock is the preferred way in which to receive gifts of stock.

Donating a gift of stock to Whitehead Institute for Biomedical Research is most easily accomplished by an electronic transfer performed at the donor’s request by the donor’s broker.

In order to complete the transfer, the donor will need to provide their broker with the following information:

1) Whitehead Institute for Biomedical Research is a 501(c) (3) nonprofit organization, so gifts are tax-deductible as allowed by law. Transfers must be made to the Whitehead Institute for Biomedical Research account listed below.

2) Delivery instructions for stock transfer to the Whitehead Institute for Biomedical Research account at UBS Financial Services are:

DTC#: 0221
Account #: JJ 03636
Account Name: Whitehead Institute for Biomedical Research

3) Our contacts at UBS Financial Services are Phil Howlett, stockbroker, and Bobbie Bastarache (Phil’s assistant). They can be reached at:

UBS Financial Services
100 Federal Street
27th floor
Boston, MA 02110
617-261-1000
800-225-2374

4) When a donor instructs their broker to initiate a stock transfer, it is important that the donor also provide Whitehead Institute a letter of designation, which should include the following information:

Name of securities to be transferred
Number of Shares or Approximate Value of Donation
Transfer Date
Full Name of Donor
Purpose of Gift