Appreciated stock or mutual fund shares can make an excellent and tax-wise gift to Children's Aid.
Electronic transfer of shares is the safest and most expedient method of transferring shares to The Children's Aid Society.
Notification
To receive our thanks for your generosity and a proper acknowledgement for your tax return, please provide us with the following information:
- Your name and address,
- Name and number of securities being transferred,
- Date of transfer,
- Delivering brokerage firm,
- Specific program where your funds are to be used, if other than general operating purposes.
You can call the Business Manager, Development with this information at (212) 381-1196, or fax or mail our Stock Gift Form to:
The Children's Aid Society
105 East 22nd Street, Room 504
New York, NY 10010-5413
Attn: Director of Planned Giving
Electronic Transfer of Shares
Please provide the following information to your broker:
Bank: The Bank of New York
Attn: Sabrena Buie, (315) 414-3339
DTC Number: 901
Account Name: The Children's Aid Society (Tax ID #13-5562191)
Account Number: 060010 (include all 6 digits)
Mutual Fund Shares
If your mutual fund company requires Children's Aid to establish an account in order to facilitate a share transfer, please notify us by email or phone at (212) 949-4937.
Physical Delivery of Shares
If you would prefer to deliver physical shares to The Children's Aid Society, please send your unendorsed share certificate(s) and a signed stock power (mail certificates and stock power in separate envelopes) by registered mail or traceable delivery service to:
The Children's Aid Society
105 East 22nd Street, Room 504
New York, NY 10010-5413
Attn: Director of Planned Giving
You may use the Stock Gift Form to mail with your certificate(s).
