Donating Stock or Bonds Held By a Bank or Broker
If your equities are currently held at a bank or in a brokerage account, simply send a letter of instruction to your broker or banker with a full description of the securities and your gift’s intended purpose. Securities can be sent electronically using the following transmittal instructions:
Initiating a Wire Transfer of Stock
Instruct your broker to initiate a wire transfer of stock to our account at BNY Mellon.
BNY Mellon’s DTC # is: 8275
ABA # 021000018 BK of NYC/Trust
BBBSLI’s BNY Mellon’s account # is: 10571343200
Transferring between BNY Mellon accounts (if you have a BNY Mellon account)
If you have an account with BNY Mellon, N.A., please contact your relationship manager to transfer shares to BBBSLI account #10571343200, and BBBSLI’s employer Identification number is 11- 2422452.
Once you’ve instructed your broker to Issue a Physical Stock Certificate, Transfer DTC-eligible Securities, or Transfer between BNY Mellon accounts, please contact Mark Cox at firstname.lastname@example.org or (516) 731-7880 x213 to provide the following information. We will notify our representatives at BNY Mellon to watch for your donation and once it is received ensure that your gift is designated correctly.
– Name of the stock being donated
– # of shares being donated
– Purpose for the stock gift if other than for general purposes; options include:
o Annual Fund
o Holiday for Kids’ Sake
o Dorothy & John Talotta Scholarship Fund
o Jeffrey Grant Scholarship Fund
o James Metzger Endowment Fund