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Transfer of Securities: Canadian Friends of Interlochen
There are many ways the Canadian Friends of Interlochen can support Interlochen Center for the Arts financially. Many of our donors choose to make gifts of securities as a tax-efficient way to give. We are able to accept stocks, bonds, and mutual funds.
For prompt processing and recognition of your gift, please inform Interlochen of your intent to make a gift of stock, bonds, or mutual funds by contacting the Philanthropy Office at 231.276.7623 or philanthropy@interlochen.org.
For processing transfers in Canada, your broker will need the following information:
- Brokerage Name: RBC Direct Investing Inc.
- Brokerage Contact: 1-800-769-2560
- Broker Address: Royal Bank Plaza 200 Bay St., North Tower P.O. Box 75 Toronto, ON M5J 2Z5
- Account Name: Canadian Friends of Interlochen
- Account Number: 6654337218
- Receiving Institution (Canadian FINS, or US DTC, or CUID): FINS is T002 and CUID is DOMA
Please ask your broker to include your name with the transmittal information. This ensures your gift of securities is attributed to you and that we appropriately designate and acknowledge your gift.