How to Make a Gift of Stock to the John Locke Foundation:
The simplest way to make a gift of stock is to contact your broker and electronically transfer the stock from your account to our account at TD Ameritrade.
- Call the John Locke Foundation at 866-JLF-INFO to let us know that you would like to make a gift of stock.
- Provide your name, your phone number, the name of the stock you are giving, and the number and type of shares you are transferring (e.g., 20 shares of Microsoft). It is important we have this information so we can verify the transfer was completed and credit you with your tax-deductible donation.
- Call your broker with the information below and ask your broker to make the transfer to our account at TD Ameritrade.
Name on account:
John Locke Foundation
200 W. Morgan, #200
Raleigh, NC 27601
Account number: 939-388-950
TD Ameritrade Institutional
DTC # 0188
PO BOX 919094
San Diego, CA 92191-9094
North Carolina Brokerage Service Firm:
100 Magnolia Road, 3rd Floor
Pinehurst, NC 28374