Bergen LEADS

G

ifts of Stock

Appreciated stock or mutual fund shares can make an excellent and tax-wise gift.

 

Notification

 

To receive our appreciation for your generous gift and a proper acknowledgment for your tax return, please provide us with your contact information. You can contact Donna Liebe, Chief Financial Officer, with your information at (201) 489-9454, or fax the information to (201) 489-1995, or mail our Stock Gift Form to:

 

Bergen Volunteer Center

64 Passaic Street, Hackensack, NJ 07601

Attn: Donna Liebe

 

Please provide:

• Your name and address,
• Name and number of securities being transferred,
• Date of transfer,
• Delivering brokerage firm,
• Specific program where your funds are to be used, if other than general operating purposes.

 

 

Electronic Transfer of Shares

 

Effective March 1, 2016 - Bergen Volunteer Center - New Stock Delivery Account

Electronic transfer of shares is the safest and most expedient method of transferring shares to the Bergen Volunteer Center. Please provide the following information to your broker:

 

Bank: Bank Name

Attn: Bank Rep and #

DTC Number: XXXXXX

Account Name: Bergen Volunteer Center (Tax ID #22-XXXXX)

Account Number: XXXXXXXXX

Important: Please Provide Donor Name(s)

 

Mutual Fund Shares

 

If your mutual fund company requires the Bergen Volunteer Center to establish an account in order to facilitate a share transfer, please notify us by email or phone at (201) 489-9454.