Donating appreciated securities such as stock, mutual funds, or bonds supports critical programming for our children, youth, and families, and is a smart way to donate. By giving securities directly to Children’s Aid, you typically avoid the capital gains tax, maximizing your contribution and your tax deduction.
Important: Please have your broker provide the donor’s name, address, phone, email, and any giving preferences. This is needed in order to properly process the gift and issue a tax receipt. Please contact Children’s Aid directly with any questions or concerns you may have. You can call our main line at 212-949-4936, or email giving@childrensaidnyc.org with any questions you may have.
Gift Processing Delivery Instructions
DTC Eligible Securities
(including Mutual Funds sent via ACAT)
DTC# 0443
Name of receiving institution: Pershing, LLC (One Pershing Plaza, Jersey City, NJ 07399)
For Credit to account #: N7M100137
Client account name: The Children's Aid Society (Tax ID #13-5562191)
Fed Eligible Securities (Treasury Securities and certain bonds)
ABA# 021000018
Bank of NY/Pershing
For Credit to account #: N7M100137
Client account name: The Children's Aid Society (Tax ID #13-5562191)
Physical Securities:
Physical Certificates and the required paperwork should be mailed directly to Pershing LLC., our clearing broker dealer, AND notice of the physical being mailed should be sent to BNYMCM Gift Processing at bnymcmgiftprocessing@bnymellon.com.
Physical Certificates should be mailed to:
Pershing LLC
One Pershing Plaza
Jersey City, NJ 07399
Attention: Security Receive Area
Required Paperwork (i.e. stock bond powers, letter of authorization) should be mailed separately to:
Pershing LLC
One Pershing Plaza
Jersey City, NJ 07399
Attention: Pending Papers Area
For Foreign Securities, Bonds, and Mutual Funds requiring BIN#
Please have your broker contact BNYMCM Gift Processing at bnymcmgiftprocessing@bnymellon.com, for additional instructions.