158 Brooklawn Avenue
Bridgeport, CT 06604
Phone: 1-800-319-9935
Fax: 203-576-0080

Training Center
596 Westport Avenue
Norwalk, CT 06851
Phone: 1-800-319-9935
Fax: 203-227-0735

Serving the following communities since 1898
Bridgeport, Easton, Fairfield, Monroe, Norwalk, Stratford, Trumbull, Weston, Westport, and Wilton, CT
www.midfairfieldredcross.org

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Donations - Gift of Securities
HOW TO GIVE SECURITIES TO AMERICAN RED CROSS
of MID-FAIRFIELD COUNTY

1. SECURITIES HELD BY YOU: Please send or deliver unendorsed certificates by regular First Class Mail along with a letter of transmittal giving your name, address, and purpose of the gift (e.g. to support the work of the Chapter) to:

American Red Cross
Mid-Fairfield County Chapter
158 Brooklawn Avenue
Bridgeport, CT 06604

Under separate cover please mail to the same address a stock power executed in blank for each security along with a copy of your letter of transmittal. Please DO NOT send signed stock certificates and stock powers together in the same envelope.

CAUTION: For most expedient handling, do not fill in any name as transferee on either the stock certificate or the stock power, and please do not send stock certificates to a transfer agent for transfer into the Red Cross’s name.

2. SECURITIES HELD BY YOUR BANK OR BROKER: Tell your bank or broker the number of shares of each security you wish to give and give him or her the following information needed to transfer the shares to the SE Fairfield County Chapter:

Agent: Janney Montgomery Scott LLC.
2150 Post Road, 2nd Floor
Fairfield, CT 06930
Attn: David Raymond
Telephone: (203) 256-1122

Account Name: Mid- Fairfield County Chapter American Red Cross
Account Number: 1127-3687
DTC Number: 0374 Janney Montgomery Scott
Tax ID Number: 53-0196605

Please DO NOT tell your bank or broker to sell for the Red Cross’s account.

GIFT ACKNOWLEDGEMENT

Donor Information Please supply the following donor information so we are aware of your gift and can send you an appropriate thank you letter in compliance with IRS requirements.
Donor’s name: (name and address needed for gift acknowledgement letter required by IRS)
Complete address:
Name and number of securities being transferred
Restrictions: if any, on the gift.

VALUATION: Your gift is considered made on the date the securities pass unconditionally from your control. In the case of securities mailed by you, this date is the date of mailing of the securities and the stock power(s). In the case of securities transferred by your broker, this will be the date the stock is transferred on the books of the corporation or the date your broker acts to transfer the stock to the Red Cross. For listed securities, the value of the gift is the mean between the high and low quotations on the date the gift is made.

You should consult your attorneys for tax advice about specific gifts.


(Click here for a downloadable PDF version)

 

 

The American Red Cross
Last Updated: February 24, 2008