Stock Gifts & Wire Transfer Instructions

We are delighted that you would like to make a gift of appreciated stock to Gann Academy. Gifts of stock can provide significant tax benefits; please consult your financial planner or tax advisor for specific details.
 
  1. Please instruct your broker to transfer shares to the Gann Academy account via DTC.

    DTC #0235
    Moors & Cabot, Inc.
    One Federal St.-19th fl.
    Boston, MA 02110

    Account Name: Gann Academy
    Account # 7T701201
     
    Tax Identification Number: 04-3286969

    Please contact Michael Wasserman at Moors & Cabot if you have any questions: 617-314-0326 or mwasserman@moorscabot.com.


  2. Please contact Trine Lustig, Chief Advancement Officer, at 781-642-6800 x146 or via email at tlustig@gannacademy.org with the following information to identify your gift:

    Donor Name 
    Gift Designation
    Broker Name
    Phone Number
    Email Address
    Name of the company whose shares you are donating
    Number of Shares
    Transfer Date
 
Once we receive notification of the successful transfer of your gift, we will send an acknowledgment of the gift for tax purposes. It is Gann Academy's policy to sell all securities upon receipt.
  • GANN ACADEMY
  • 333 Forest Street
  • Waltham, MA 02452
  • P: 781.642.6800
  • F: 781.642.6805