Gifts of Stock

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 Pam Smith, SLA Director of Development at pamsmith@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.

Post Office Box 204, Holderness, NH 03245 

(603) 968-7338  www.squamlakes.org     e-mail: info@squamlakes.org