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Gifts of Stock or Appreciated Securities

Investing in Faith

Gifts of stock or appreciated securities allow you to help Episcopal Relief & Development while receiving an income tax deduction. It may also help you avoid paying capital gains or estate tax. Recent congressional legislation benefits donors contributing investments such as stocks or bonds that have appreciated in value.

In order for us to process your gift properly, please complete the Stock Gift donation form and return it to:

Episcopal Relief & Development
815 Second Avenue, 7th Floor
New York, NY 10017
Attention: Donor Records
1.800.334.7626 ext. 5129
Fax 212.687.5302
er-d@er-d.org

How to complete the stock transfer:

Please have your broker contact Episcopal Relief and Development’s broker.

Merrill Lynch, Pierce, Fenner & Smith
717 5th Avenue, 5th Floor
New York, NY 10022
DTC: 5198
Acct: 5MW-02008
Financial Advisors: Luppino/Eschenauer Group
Contact: John Cullinan
Phone: 212.415.7619 
Fax: 212.553.2009

*It is important to provide the information in the Stock Gift donation form to Episcopal Relief & Development prior to a stock transfer. The stock-wiring message does not include donor information, and Episcopal Relief & Development will be unable to properly credit your gift.

How to mail a security certificate:

If you are sending an actual security certificate, include an original letter, signed by you or your broker, giving Episcopal Relief & Development permission to transfer the ownership of certificates.

Before mailing the actual certificate(s), be sure to sign each one exactly as your name appears on the document. Make sure to have a Signature Guarantee to endorse the transfer by asking your bank to stamp a medallion signature certification ensuring the authenticity of your signature.

The certificate(s) must be accompanied by a stock power letter (one for each certificate) giving Episcopal Relief & Development ownership of the certificate. Please mail a copy of the original letter, which gives Episcopal Relief & Development permission to transfer the certificate, along with the certificate and stock power letter.

Next, mail the certificate(s) along with stock power letter(s) and original letter to the address below.

Note: If you are sending actual certificates, they should be accompanied by a stock power letter, and sent to Episcopal Relief & Development using a courier service that can provide a tracking number.

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