1. Please send an email to development@thefyi.org letting us know that you intend to donate stock. Please let us know the Name/Ticker of stock to be donated as well as the number of shares to be donated.
This will allow us to record the donation correctly and issue you the tax receipt.
2. To transfer DTC Eligible Securities from a personal brokerage account to the account of The Family & Youth Institute, you must convey the following information to your broker:
Brokerage Name: Pershing, LLC
Address: One Pershing Plaza, Jersey City, NJ 07399
DTC #0443
For credit to account #:Â PLR007268
Client account name: The Family & Youth Institute
Client Tax ID: 20-4097808
Name/Ticker of stock to be donated:
Number of shares to be donated: