Thank you so much for your support! We are pleased to provide an option for you to give gifts of stock or mutual funds. Please follow the following instructions to ensure an efficient transfer of your gift.
If you have questions, please contact Deana Jerdee, executive director at deana@paddleantrim.com or 231-492-0171.
Step 1:
Notify Paddle Antrim to initiate the gift to ensure efficient administration of your gift. Please contact Deana Jerdee at 231-492-0171 or deana@paddleantrim.com.
Step 2:
Send the following information to your broker:
Custodian: Charles Schwab
DTC: 0164 (Code 40)
For the Benefit of: Paddle Antrim
Account: 4811-7675
Brokerage Contact:
Matt Desmond or Zach Liggett
Desmond Liggett Wealth Advisors
818 Red Drive, Traverse City, MI 49684
matt@desmondliggett.com or zach@desmondliggett.com
231-486-5215 (o) or 231-313-3866 (c)
Paddle Antrim Contact:
Deana Jerdee, executive director
PO BOX 323, Elk Rapids, MI 49629
deana@paddleantrim.com or 231-492-2080
Step 3:
Once the trade is confirmed, Paddle Antrim will send a thank you with the final donation amount.
Thank you so much for your support! If you have any questions, please contact us anytime.