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Gifts of Appreciated Securities
(Details on transferring stock)
Transfer your securities online
Save the Children now accepts gifts of appreciated stocks and mutual funds online using web-based technology powered by AssetStream, which uses state-of-the-art Internet security and firewall protection.
You can make your gift online in less than five minutes. Having a copy of your investment firm account statement available will expedite this process.
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Click on the “Donate Stock” button to make any of the following gifts to Save the Children:
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Stocks held at a brokerage firm:
Please use the following information when using your broker to transfer stocks:
DTC # 0418 to Save the Children's account #315-0a680-15-222
Smith Barney
One Penn Plaza, 39th Floor
New York, NY 10119
Contact: Lisa Guzman (phone # 800-223-4565)
It is important that you or your broker alert us via FAX 203-221-3720, or email eduranko@savechildren.org that the gift is being wire transferred to our account, as the stock will arrive in our account without identification. Please include a mailing address where we can send a tax receipt.
Certificates you hold
If you hold the actual stock certificates, you will need to sign a stock power form for each certificate you contribute. You may obtain a stock power from any broker or financial institution. When you sign the power, be sure to sign your name precisely as it appears on the certificate. For example, if you are listed as John A. Johnson on the certificate, sign it John A. Johnson.
When mailing the certificates, use two envelopes. In the first envelope, place the unendorsed certificates. In the second envelope, place the completed stock power(s). Send them to us on the same day by certified mail. Our address is:
Save the Children
Planned Giving Office
54 Wilton Road
Westport, CT 06880
Mutual funds
Mutual fund transfers usually take a longer time to transfer as each mutual fund company has its own requirements for making charitable contributions. Contact the customer service department at your company to secure the forms needed and then call us at 1-800-544-4470 to discuss your intent. We may need to create an account with your mutual fund company before the transfer can occur, so allow at least one month for the transfer.
For more information
Email us, complete the personal illustration form, or call us at 1-800-544-4470 so that we can assist you through every step of the process.
