How to donate a gift of stock
Community Legal Aid can accept a stock transfer as a gift to our organization. Stock transactions are processed through Huntington National Bank.
Step One: Contact Huntington National Bank to transfer stock into Community Legal Aid's account.
Donors, or their financial advisors, can contact Toby Blossom, Vice President, to verify Legal Aid's account information.
Huntington Bank Advisors: Toby Blossom
330-384-7302
216-375-5089 Mobile
Account Name: Community Legal Aid Services IMA
Agent #10048
DTC# 2305 – Huntington National Bank
CLAS Stock #6536000999
FOB:
Step Two: Inform Community Legal Aid Services after making your donation.
Stocks are transferred by the name of the stock, not donor name. Inform Community Legal Aid Services of the type of stock donated and estimated stock value by calling Shirley Smith at 330-983-2602 so that we can monitor Community Legal Aid's account for the transaction and provide proper acknowledgment.
Mutual Funds
For mutual fund gifts, in order to get the transfer completed, the donor's broker must reach out to TrustMiddleOfficeOpening@huntington.com.
National Financial Services (NFS)/Fidelity is Huntington National Bank’s clearing agent for mutual fund settlements.
Clearing #0226
