If you have the stock certificates in your possession, you can deliver the stock certificate(s) along with a completed Stock Power and a Letter of Intent to The Associated. The Letter of Intent should state your intention to make a gift of the specific shares being tendered. For example, your Letter of Intent might read: “I hereby am delivering to and making a gift of (XX) shares of XYZ Corporation to The Associated: Jewish Community Federation of Baltimore, Inc. as a charitable gift.”
We are pleased to announce that as of September 1, 2021, The Associated will be changing stockbrokers from Muriel Siebert to E*Trade. This change will reduce the cost and shorten the time that it takes to process stock gifts to The Associated.
The new stock instructions are as follows:
Account name: Associated Jewish Charities of Baltimore
Account number: 5508-9876; DTC # 0385
FFC: [account name or number]
Prior to making your gift of stock to The Associated, please email the details to email@example.com. Include the date you sent the stock, stock name, the number of shares and the brokerage account from which the gift is being made. If the stock is designated for a donor advised fund, please provide the name of your fund and fund number. You may also call either Peggie Kuehlman at 410-369-9218 or Karina Mkrtychan at 410-369-9283 to let them know of the pending arrival. Providing notice prior to donating stock to The Associated makes it possible for us to credit and acknowledge your gift in a timely fashion.
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