Many of our friends support the Foundation through gifts of stock or securities. It's easy, convenient and allows you to contribute valuable funds to support the Foundation's mission.
Download printable instructions and PDF Transfer Form.
When stock or securities are held in an account at a brokerage firm or a bank, they may be transferred electronically. The information required to electronically transfer securities is as follows:
Non-Restricted Securities ONLY:
Agency: Pershing LLC
Client Account Name: Cleveland Clinic Foundation
DTC #: 0443
For Credit to Acct: N7M100095
Contact Information: Jorja Watts, (412) 234-0439
Paula Abbott, (412) 234-8342
Client Account Name: Cleveland Clinic Foundation – Brokerage Acct
DTC #: 0062
For Credit to Acct: 76462293
Contact Information: Elizabeth Zimmerman
(800) 345-1344 ext. 5188
The Foundation’s non-profit tax identification number is 59-0760215.
As soon as you initiate your stock or securities transfer transaction, please call the Foundation office at 772.226.4960 to ensure we can properly thank you for your generosity. Frequently, when stocks or securities are transferred through a clearinghouse, the donor’s name may be inadvertently omitted.