Stock Gifts – Donor Transfer Instructions
DTC Eligible Items
Pershing LLC, One Pershing Plaza, Jersey City, NJ 07399
Account number: N7M001350
Reference: The Children’s Hospital of Philadelphia Foundation
Questions related to the transfer can be directed to Jorja Watts at (412) 234-0439.
The above instructions may be given directly to your broker. Please authorize your broker to release your name as the donor of the stock, to Pershing LLC and/or Jorja Watts.
To avoid confusion, before the gift is transferred, please contact Myrna Wells, Senior Associate Director Gift Policy Administration, and provide as much of the following information as possible,
- Donor’s name and address
- Purpose of gift, any restrictions or fund designations; indicate if this is a payment on an existing pledge
- Name, location, and telephone number of broker/agent sending stock
- Name and symbol of stock to be transferred*
- Number of shares to be transferred
- Anticipated date of transfer
Myrna’s direct phone is 267-441-4939 and her email is email@example.com. If Myrna is unavailable, please email, Rachel Mirage at firstname.lastname@example.org or Julie Angelucci at email@example.com.
The value of your gift for both IRS and gift crediting purposes is the mean market value of the HIGH and the LOW on the date of transfer. Please be aware that the date of transfer is not necessarily the date on which you gave your broker instructions. It is the date on which the stock enters into the Hospital’s account.
For gifts of stock to the Pooled Income Fund, a Charitable Gift Annuity, or a Charitable Remainder Trust, please contact Lizabeth Macoretta at (267) 426-6472 or firstname.lastname@example.org for special transfer instructions.
*For gifts of Mutual Funds, please consult with Ms. Watts to ensure that the Mutual Fund can be transferred.