Give the following information to your brokerage when initiating a stock transfer.
Stock Transfer Instructions
Receiving Institution Account Number: N7M002945
Account Title / Registration: Engiven Foundation
Contact Name at Charitable Organization: Lesley Carver
Name of Receiving Institution: Pershing, LLC
DTC Number: 0443
Address: 1122 Kenilworth Dr Suite 201, Towson, MD 21204
Telephone Number: (410) 825-0995
Reference: For further grant to [designated nonprofit]
Example Form
Below is an image of a correctly filled out form. You can also download an example here
