Gifts of Stock or Securities

gifts of stock

 

 

 

Investing in Faith

Interested in maximizing tax savings and making a charitable contribution? Gifts of stock or appreciated securities enable you to help Episcopal Relief & Development while receiving an income tax deduction. Stock gifts may also help you avoid paying capital gains or estate tax.

Contributing a stock gift is easy! Follow the simple steps below.

In order for us to process your gift appropriately, please complete the Stock Gift Instructions form
and return it to:


Read Gene

and Carol's
story

Transferring stock into a special trust enabled them to enjoy financial benefits while helping to heal a hurting world. 

Episcopal Relief & Development 
ATTN: Director of Donor Services
815 Second Avenue, 7th Floor 
New York, NY 10017
1.855.312.HEAL(4325) / Fax 212.687.5302

How to complete the stock transfer:

Please have your broker contact Episcopal Relief & Development’s broker.

Merrill Lynch, Pierce, Fenner & Smith
717 Fifth Avenue, 5th Floor
New York, NY 10022
DTC: 5198 
Acct: 5MW-02008
Financial Advisors: Luppino/Eschenauer Group 
Contact: David Bobker
Phone: 212.415.8820
Fax: 212.553.2009

Please remind your broker to include your name, contact information, and any special instructions for use of the gift with your transfer. To expedite the processing of your gift, we encourage you to contact us with information about the type of stock and number of shares, as well as any special considerations you may have. Please direct your gift information and any other questions to our Donor Services team at 1.855.312.HEAL(4325) or info@episcopalrelief.org.

*IMPORTANT: Please provide the information from the completed Stock Gift Instructions form to Episcopal Relief & Development prior to a stock transfer. The stock-wiring message does not include donor information, and Episcopal Relief & Development will not be able to properly credit your gift.

How to mail a security certificate:

If you are sending an actual security certificate, please include an original letter, signed by you or your broker, giving Episcopal Relief & Development permission to transfer the ownership of certificates.

Before mailing the actual certificate(s), be sure to sign each one exactly as your name appears on the document. Make sure to have a Signature Guarantee to endorse the transfer by asking your bank to stamp a medallion signature certification ensuring the authenticity of your signature.

The certificate(s) must be accompanied by a stock power letter (one for each certificate) giving Episcopal Relief & Development ownership of the certificate. Please include a copy of the original letter, which gives Episcopal Relief & Development permission to transfer the certificate, along with the certificate and stock power letter.

Mail the certificate(s) along with stock power letter(s) and original letter to the address below.

Note: If you are sending actual certificates accompanied by stock power letters, they should be sent to Episcopal Relief & Development using a courier service that can provide a tracking number.

Episcopal Relief & Development
ATTN: Donor Services
815 Second Avenue, 7th Floor
New York, NY 10017

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