Alzheimer’s Tennessee, Inc. – Support, Education and Research for Alzheimer’s Disease and Related Dementias
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Stocks, Bonds, & Fund Gifts

3 Steps To Give A Gift Of Stock
To Alzheimer’s Tennessee

1. Instruct your stock broker / banker by telephone and follow up with a letter to have the stock electronically transferred to the Alzheimer’s Tennessee account.

Our brokers’ contact information is as follows:

Don Taylor
TrustFirst, Inc.
Phone: (865) 583-7390
Fax: (865) 583-7398

Clearing firm: Pershing, LLC
DTC#: 0443 Account: Alzheimer’s Tennessee
Account Number 3JD-011769
Contact: Terri Nations, Operations Manager (Ext 27)
Alzheimer’s Tennessee Tax ID# 62-1206312

 

2. Please contact Janice Wade-Whitehead at 865.544.6288 or janice.wade@TNalz.org advising us of your gift.

 

3. Follow up with a letter containing:

  • Name of the stock and number of shares
  • Your name, address and phone number
  • The date of the gift

Email to: janice.wade@TNalz.org

Or mail to:  

Alzheimer’s Tennessee

ATTN: Janice Wade-Whitehead

5801 Kingston Pike

Knoxville, TN  37919

 

Note: Please send the stock certificate(s) plus a signed stock power under separate cover to the above address.  The donor’s signature must be notarized or guaranteed by a bank officer or stockbroker.  Please mail the stock power under separate cover.  In case of loss or theft, the stock cannot be transferred without both documents.

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