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Gifts of Stock


STOCK TRANSFER FROM BROKER
 
Fax or mail a letter to your broker authorizing them to transfer your stock shares to The Institute for Spirituality and Healthcare, Princeton, NJ . Your broker will need The Institute for Spirituality and Healthcare, Princeton, NJ’s broker information as well as the stock name and # of shares to transfer.
 
The Institute for Spirituality and Healthcare, Princeton, NJ broker information is as follows:
xxxxx Financial Services
DTC #0000
For The Institute for Spirituality and Healthcare, Princeton, NJ
Account #000000
 
Attention: xxx
800-xxx-xxxx ext. xxxx
 
Mail a copy of your transfer request to:
The Institute for Spirituality and Healthcare, Princeton, NJ
Office of Development
174 Nassau Street #339
Princeton, NJ
 
Or fax your request to xxx-xxx-xxxx
 
An official tax receipt will be mailed to the donor approximately 24 hours after The Institute for Spirituality and Healthcare, Princeton, NJ  receives the stock gift. The receipt amount is based on the high and low value of the stock on the day it is transferred to The Institute for Spirituality and Healthcare, Princeton, NJ brokerage account.
 
STOCK TRANSFER FROM DONOR
 
Deliver original stock certificate and transfer authorization letter to the Development Office at The Institute for Spirituality and Healthcare, Princeton, NJ.
Sign the stock certificate exactly as the name appears on the front stock certificate.
The Institute for Spirituality and Healthcare, Princeton, NJ  will send the stock certificate and the transfer authorization letter to xxx Financial Services via overnight mail.
An official tax receipt will be mailed to the donor approximately 24 hours after The Institute for Spirituality and Healthcare, Princeton, NJ  receives the stock gift.