You do not have to use cash to make a gift; you can "buy low and give high" by making a gift of appreciated securities. A gift of stock may also bring meaningful financial and tax benefits to you.
The transfer of stock is an easy process. Simply contact your broker with the following information:
Broker Name: Pershing, LLC
DTC #: 0443
Account # J4F018081
Account Name: Boston Psychoanalytic Society & Institute
Contact Phone: 866-698-9327
Contact Fax: 866-355-5571
BPSI EIN: 04-2010675
When you have completed the request to your broker, please contact Carole Nathan at [email protected] or at 617 266 0953, x101 so we can ensure your gift will be properly credited. Carole will need the name of the security, number of shares, approximate value, and your broker's contact information.
Every gift makes a difference. Thank you for your support.
