Stock Gifts

Gifts of stocks, bonds, or mutual funds are simple and can often provide you with tax savings. Your financial advisor will be able to advise you on the best way to make a gift of this type.

To transfer stock to the Brattleboro Retreat, please share the following information with your broker.

1. Brokerage

Trust Company of Vermont

2. Account Number

17-92755 (Trust Company of Vermont)

2810 (Brattleboro Retreat)

3. Name of Account

Brattleboro Retreat

4. Tax ID

03-0107360

5. Wire Instructions

In accordance with IRS guidelines, your gift of stock will be credited on the date the stock is received in the Brattleboro Retreat’s account, and the gift amount will be based on the average of the high and low value of the stock on that date. Your broker may take several days to initiate a transfer, and the transfer itself may take 48 hours or longer.

Please notify the Retreat’s Development Office before initiating a stock gift to be sure the transfer is made as quickly as possible and to ensure that your gift is properly credited. If there are any questions, please contact Konstantin von Krusenstiern at 802-258-4366.

If the securities are held at another brokerage firm or a bank, please authorize your firm to transfer the shares electronically as follows:
Trust Company of Vermont
DTC # 2669
Account 17-92755 (Trust Company of Vermont)
Account 2810 (Brattleboro Retreat)

For additional information please review this document.