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.

Steps for gifting stocks or securities

  1. Complete the Stock Gift Instructions form and return it to:

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

Please note: The stock-wiring message does not include donor information, and Episcopal Relief & Development will not be able to properly credit your gift without the completed form.

  1. Have your broker contact Episcopal Relief & Development’s broker. Remind your broker to include your name, contact information, and any special instructions for use of the gift with your transfer.

U.S. Bank
50 South 16th Street, Suite 1950
Philadelphia, PA  19102
DTC: 2803
Acct: 001051004500
Contact: Noreen Bond
Phone: 215.761.9304
Fax: 833.442.0010

To expedite the processing of your gift, contact us with information about the type of stock and number of shares, and any special considerations you may have. Please direct your gift information and any other questions to our Donor Services team at 855.312.4325 or info@episcopalrelief.org.

Steps for mailing a security certificate

  1. Complete an original letter, signed by you or your broker, that gives Episcopal Relief & Development permission to transfer the ownership of certificates.
  1. Sign each certificate exactly as your name appears on the document.
  1. Have a Signature Guarantee endorse the transfer by asking your bank to stamp a medallion signature certification ensuring the authenticity of your signature.
  1. Complete 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.
  1. Mail the certificate(s), 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