Squam Lakes Association – Instructions for Gifts of Securities
We appreciate your generous support of the Squam Lakes Association. The following information applies to gifts of securities to the Squam Lakes Association.
It is the policy of the Squam Lakes Association to immediately liquidate securities upon receipt unless otherwise specified. Please inform us if you wish to allocate your gift to a specific fund or purpose. Otherwise it will be used for the SLA Annual Fund to support ongoing operations and programs.
Securities Delivered Electronically
Please send information regarding gifts of securities to our account at Wells Fargo Advisors. Wells Fargo Advisors is a trade name for Wells Fargo Clearing Services, LLC, Member SIPC.
Brokerage:
Wells Fargo Advisors
900 Elm Street, Suite 700
Manchester, NH 03101
Contact:
Matthew Lessard, First Vice President, Investment Officer
Phone: 1 (800) 221-2655 / 1 (603) 644-0612
Fax: 1 (603) 624-8719
email: matthew.lessard@wellsfargoadvisors.com
Account Name: Squam Lakes Association
Account Number: 5883-0494
DTC#: 0141
SLA Federal Tax ID #: 02-0256498
If you have any further questions, please contact Angi Francesco, SLA Director of Development at afrancesco@squamlakes.org or call 1 (603) 968-7336.
The Squam Lakes Association is a non-profit conservation organization that was issued a ruling by the Internal Revenue Service in August 1955 granting exemption from the Federal income tax under section 501(c) (3) of the Internal Revenue Code.
534 US Route 3, Holderness, NH 03245
(603) 968-7338 www.squamlakes.org e-mail: info@squamlakes.org