Gifts of Stock and Securities
Email: jennifer.breitling@ml.com **It is very important that you notify CAI about the gift transaction at the same time you instruct your broker to transfer securities into our sister station's (WGBH) Merrill Lynch brokerage account. In order for us to properly receive the gifted shares into our account and to provide an accurate and timely acknowledgement for your tax records, please send us: A concurrent notification with the donor's name The type and number of shares being transferred The name and phone number of the donor's broker This notification ...