Gifts of marketable securities and appreciated stock can help you maximize your philanthropic giving while minimizing taxes on capital gains. If you are interested in supporting The Jewish Museum through a gift of stock or securities, please follow the instructions below.
1. Stock held by your broker in street name:
To obtain transfer information and instructions, inform the Museum of a pending stock transfer and to ensure proper gift crediting, please contact, or instruct your stock broker to contact, The Jewish Museum's Development Department at firstname.lastname@example.org, 212.423.3296, or fax 212.423.3233. Please supply the donor's name, the street name of the stock, number of shares being transferred and how you would like the gift to be used.
Ask your broker to wire transfer the gift directly to The Jewish Museum's account. They will need to call The Jewish Museum at 212.423.3296 to obtain the DTC number and account number. The Jewish Museum's brokerage firm is:
Goldman, Sachs & Company
25 British American Blvd
Latham, NY 12110
2. Stock Certificates in your name:
Please send (or have your broker send) the stock certificates via certified mail to The Jewish Museum, Attn: Development Department, with a letter indicating how you would like the gift to be used. DO NOT sign the reverse side of the certificate.
In an envelope separate from the certificate, please send a completed release form and stock power form. Note: Both forms must be signed and witnessed and the release form must be notarized.
Your gift of stock to The Jewish Museum is not complete, for tax purposes,
until the Museum receives all of the required documents, in properly executed form.
3. Stock Certificates in The Jewish Museum's name, held by you:
Send the certificates via certified mail to The Jewish Museum, Attn: Development Department, with a letter of instruction indicating how you would like the gift to be used.
Please send all certificates, forms, correspondence or inquiries to:
The Jewish Museum
1109 Fifth Avenue
New York, NY 10128
Attn: Lisa Metcalf, Director of Development
Phone : 212.423.3296