GIVING GIFTS OF STOCK
A Tax-Advantaged Way to Support Conservation
Giving marketable securities including stock, bonds, or mutual funds, can be a tax-efficient way to make a gift to the Newfound Lake Region Association. Thank you for your support!
Please notify us of the details of your gift to ensure we can properly process and acknowledge your gift. The expected date of transfer, the stock, and the quantity can be emailed to: Audrey West, Development Director, Audrey@NewfoundLake.org. As a general rule, all marketable securities shall be sold upon receipt unless otherwise directed by the NLRA Investment Committee.
Securities Delivered Electronically
Please instruct your broker to send information regarding gifts of securities to:
Mr. Matthew Dodge, CFP
UBS Financial Services, Inc.
11 S Main St Suite 300
Concord, NH 03301
Email: matthew.dodge@ubs.com
Phone: (603) 226-1104
Fax: (855) 854-9564
Our account information to complete the transfer is:
Account Name: Newfound Lake Region Association
NLRA Federal Tax ID#: 02-0398396 NLRA is a qualified charity, 501(c) 3
Broker: UBS Financial Services, Inc.
Account Number: CV 03386
Clearing Number: DTC-0221
Click here for a PDF version of these instructions. Further questions can be directed to Audrey West, Development Director, at Audrey@NewfoundLake.org.