Stocks, Bonds & Mutual Funds
If you own appreciated securities such as stocks, bonds or mutual funds, contributing them to the Aquarium is a win-win situation. You receive a charitable deduction and reduce your capital gains taxes. The Aquarium receives funds to continue our valuable education and conservation work.
You may use the following information to transfer a gift of stock to the Aquarium. If you have any questions about giving gifts of appreciated securities, please contact Judy Powell
at (423) 785-3038.
SEI Trust Co – Tax Id #061271230
Participant Number: 2039 (Clearing Number)
Agent ID Number: 94952
Agent Internal Account Number: 11163
Institutional ID Number: 25113 – First Tennessee Bank, NA – Chattanooga
Interested Party Number: 52587 Interest Party ACCT Number: #8800368 (Tennessee Aquarium Inst’l IMA)
Include the First Tennessee Bank internal account number by placing a # sign and then the seven digit account number in the special instruction field on the confirm. (Ex. - #1234567)