If your financial services provider holds securities, including mutual funds, in your account, you can electronically transfer the securities to Community Access’ brokerage firm. Your gift is complete on the date that the stock is transferred. The value of your gift will be the mean value of the stock on the transfer instruction date. To request instructions about how to complete an electronic transfer, please contact John Williams.
If you have stock certificates you would like to donate, please send the unendorsed certificate and a signed stock power, available from your financial services provider, in separate envelopes to:
Attn: John Williams, Chief Development and Communications Officer
One State Street, Suite 1015
It is Community Access policy to sell all gifts of securities as soon as Community Access is notified of the transfer by its stockbroker. The proceeds are then applied to Community Access programs and related activities.
Questions?
John Williams
Chief Development and Communications Officer
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
212-780-1400, ext. 7772