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Ways to Give

Stock and Mutual Fund Transfer

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Transferring Stock and Mutual Fund Assets

Giving through corporate and mutual fund transfer is a great way to forward the Minnesota Zoo’s mission now and into the future. Here are details needed to initiate a transfer of appreciated assets in support of the Minnesota Zoo Foundation.

Please note that the Foundation is not automatically informed of donor information when these transfers are made. Notify us at 952.431.9237 or donations@mnzoo.org of your transfer so we can properly acknowledge your gift.

Stock Transfer:

Bank: Wells Fargo Bank, N.A. (transfer agent for Principal), 420 Montgomery Street, San Francisco, CA 94163

Bank Contact: Denise Sullivan, Client Service Specialist Principal Custody Solutions and Trust Company, 222 S 9th Street, Minneapolis, MN 55415

Phone: 763-489-5343

Email: pcsmplscsc@principal.com

Name on Account: Minnesota Zoo Foundation

Routing Transit (ABA#): 121000248 Account #: 23253001

Agent Bank ID: 78861 DTC #: 2925

Federal Tax ID: 51-0147653

Mutual Funds Transfer:

For mutual fund transfers, please contact the bank contact above to arrange for a shell/bin account number. The bank will require the following information to begin the process:

  • Delivering Firm Name

  • Delivering Firm Account Number

  • Delivering Firm Client Account Name

  • Delivering Firm Client Account Number

  • Asset Information (CUSIP number, name, and share amount)

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