Gifting of securities from a Merrill Lynch Account:
1. Contact Little Traverse Bay Humane Society to notify them of your intent.
2. Call your financial advisor.
3. Ask that a gift from your account be deposited into the account of Little Traverse Bay Humane Society with the account number being: 696-02637.
4. Ask your financial advisor to contact The Illes Schropp Group at Merrill Lynch to alert them of the incoming gift at 1-866-260-6235.
Gifting of securities from a financial institution other than Merrill Lynch:
1. Contact Little Traverse Bay Humane Society to notify them of your intent.
2. Call your financial advisor.
3. Ask that a gift from your account be sent to Merrill Lynch for deposit into account number 696-02637 in the name of Little Traverse Bay Humane Society. If your financial advisor needs a DTC number, it is: 8862.
4. Ask your financial advisor to contact The Illes Schropp Group at Merrill Lynch to alert them of the incoming gift at 1-866-260-6235.
