Stock Transfers

Rochester Area Family Y Account Number 1054-3405

Brokerage Firm handling transfer:   Stifel-Nicolaus of Rochester, MN.   DTC number 0793

Stifel Nicolaus agent:
Michelle Mikkelson
507-280-2766
michelle.l.mikkalson@stifel.com

Communications/Development Director (managing transfer):
Steve Dawson
507.424.2569
steved@rochfamy.org
Fax: 507.287.2499

Our  organization sells the stock on receipt (overnight processing may be necessary at many Brokerage Firms) when the transfer process is completed, we will send  the donor a letter of gratitude including the fact that the donor has not received from the Y any gifts or services as a result of this gift.  (This is required by law).  We will also state the number of shares donated, the name of the company and sometimes the stock symbol along with the high and low stock price and the average stock price on the day the stock transfer occurs.