INSTRUCTIONS TO TRANSFER SECURITIES TO:
Pajarito Environmental Education Center
To transfer securities:
Please instruct your current broker/custodian to “DTC” your donation to the Pajarito Environmental Education Center’s account at Charles Schwab. Your broker will most likely require you to provide them with a written Letter of Authorization (LOA) which indicates the name of the security, the number of shares and includes the following delivery instructions:
Pajarito Environmental Education Center
Schwab Account # 6814-3416
DTC Clearing # 0164, Code 40
Please Note: Due to privacy requirements, we are unable to access donor information through the financial agencies that process your transfer. Please provide us with the following information so that we may properly acknowledge and receipt your gift:
Donor Name(s) (First and last)
Donor address/phone
Name of stock and number of shares transferring
Information should be sent to: Katherine Bruell at 505-662-0460 or director@peecnature.org
If you need additional help with the delivery process you can contact Eric Loucks at LANB by emailing eloucks@enterprisebank.com or calling 505-661-2250.