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Stock Transfer Instructions

Making a gift of stock to THE ASSOCIATED can be as easy as picking up the phone and placing one call to your broker and one to THE ASSOCIATED. If your broker holds the shares in “street name”, please instruct your broker to transfer the stock electronically to our account with Muriel Seibert & Co.

Muriel Siebert & Co.
National Financial Services LLC
Account Name: Assoc. Jewish Community Fed of Baltimore
Account #: CXT-521531
DTC #: 0226

 

Please notify THE ASSOCIATED before making your gift of securities by calling Amelia Goldman 410-369-9218 or Josephine Larson at 410-369-9217.

Let us know the date the stock will be sent, the stock name and number of shares. Without prior notification, it makes it difficult for THE ASSOCIATED to credit and acknowledge your gift properly..

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.”

If you have any questions, contact Amelia Goldman 410-369-9218 or Josephine Larson at 410-369-9217.