Stock option transfer information

Thank you!

Here’s the information you or your asset manager need to make a stock donation:

Our name: INFACT d/b/a Corporate Accountability 

Our account number: SGH-890960 

Receiving firm’s name: National Financial Services 

DTC Number for receiving firm: 0226 

Corporate Accountability’s stockbroker: Timothy Rich, Progressive Asset Management; 800-471-7244, 510-587-0800; [email protected]

Important: Please ensure the delivering firm notes that this transfer is a gift. That will ensure an accurate cost basis for us.

Thank you for your generous support! If you have any questions, please contact Charlotte Bartter, Managing Director of Recruitment and Development at [email protected] or 617-695-2525.

Corporate Accountability
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