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Gifts of Securities

Tax ID Number

59-2343938


Guidelines for Giving

Gifts of readily marketable securities will be gratefully accepted by the Martin Memorial Foundation, Inc. The tax exempt Foundation is a 501 (c)(3) not-for-profit organization (Tax ID # 59-2343938). 

 To avoid confusion, it is always helpful to have the donor send their transfer agent a letter or e-mail of instructions stating the number of shares to be transferred, the stock name and the purpose of the gift and send a copy to the Foundation at the address below. This method of giving can be accomplished in a number of ways which are outlined below.

 

Donors may instruct their broker or agent to transfer securities to Martin Memorial Foundation, Inc. as follows:

 

UBS Financial Services

712 S.E. Ocean Blvd.

Stuart, FL  34994

Account # RW16410

DTC # 0221

Contact Marty Sloane, senior vice president, investments, (772) 283-8201 or Debbie Vincent, senior registered client service associate, (772) 283-8201.

 

Donated securities can also be sent by certified or registered mail or hand delivered with a letter of instructions. A stock power of attorney form, signed by the donor and naming Martin Memorial Foundation, Inc. as transferee, should be sent in a separate envelope, again using certified or registered mail.

Please Contact Us

Please call the Foundation at (772) 223-5634 to let us know to expect your gift of securities. Brokerage firms do not release donor names to our office (for your protection), and we wish to thank you for your gift in a timely manner.


Contact Us

Martin Memorial Foundation
2135 N.E. Ocean Blvd.
P.O. Box 9010
Stuart, FL 34995
(772) 223-5634
foundation@mmhs-fla.org