Instructions for a wire transfer of stock from a brokerage account to NYAM:
Draft a letter of authorization to your broker with the following language:
This letter represents authorization for transfer of [# of shares] shares of [name of stock] from [name of donor] to The New York Academy of Medicine.
This gift is to be applied by NYAM as follows: Please forward an acknowledgment of this gift to [your name],[your address, city, state, zip].
Please provide a copy of this letter Charles Schwab and to NYAM.
Have your broker send the wire transfer instructions, with a copy of your letter of authorization, to Charles Schwab:
For deposit in account number: 7066-0267 of The New York Academy of Medicine
DTC Number: 0164
Federal tax ID number: 13-1656674
Mail, fax, or e-mail a copy of your authorization/instructions, or have your broker do so, to The New York Academy of Medicine contact:
Nicole Bouknight Johnson
Director of Individual Giving
The New York Academy of Medicine
1216 Fifth Avenue
New York, NY 10029
Phone: (212) 822-7256
Fax: (212) 822-7230 nbouknight@nyam.org
Instructions for a transfer of stock in the form of physical securities to NYAM
Send the stock certificates by certified mail directly to the NYAM
contact below. Do not endorse, sign, date or insert the name of The New
York Academy of Medicine as transferee on the certificates. Leave the
certificates blank when you mail them. NYAM contact:
Nicole Bouknight Johnson
Director of Individual Giving
The New York Academy of Medicine
1216 Fifth Avenue
New York, NY 10029
Phone: (212) 822-7256
Fax: (212) 822-7230 nbouknight@nyam.org
Stock powers, if required, should be sent under separate cover to
the NYAM contact below. Fill in only the name of the security, the
number of shares, certificate number(s), the date and your signature
exactly as your name appears on the stock certificate. You do not need
to have your signature guaranteed.
Draft a letter of authorization to NYAM with a copy to our broker (contact information below) with the following language:
This
letter represents authorization for transfer of [# of shares] shares of
[name of stock] from [name of donor] to The New York Academy of
Medicine.
This gift is to be applied by NYAM as follows: Please forward an acknowledgment of this gift to [your name],[your address, city, state, zip].
Call Nicole Bouknight Johnson, Director of Individual Giving, The New York Academy of Medicine, at (212) 822-7256 to
inform us of your gift and to expedite its receipt and appropriate
crediting by NYAM.