Gift Mutual Fund Shares
Gifting shares of mutual funds is a great way to give back to our investment education organization.
Electronic delivery of mutual fund shares is the quickest and most secure delivery process. You may be able to transfer using the DTC information below. However, an account at a specific fund company may be necessary to initiate the transfer. In this case, please contact us at firstname.lastname@example.org. It may be necessary for us to initiate an account to accept transfers of shares.
Donate through Oppenheimer & Co. Inc.
DTC # 0571
For account #B38-0018180
Account name: National Association of Investors Corp
Dean M. Smith
Oppenheimer & Co. Inc.
Senior Director - Investments
Investment Advisor Representative
63 Kercheval Avenue, Ste 300
Grosse Pointe Farms, MI 48236