Donate Your Stock

Make a bigger impact by donating stocks directly to Easterseals New Jersey. Compared with donating cash or selling your appreciated securities and contributing the after-tax proceeds, you may be able to automatically increase your gift and your tax deduction.

HOW DOES IT WORK:

It’s simple and easy. When you donate stock to Easterseals NJ, you’ll generally take a tax deduction for the full fair market value. And because you are donating stock, your contribution and tax deduction may instantly increase.

WHAT COULD THIS EXTRA FUNDING MEAN FOR CHARITY?

Your gift could change lives. Donating stocks is a great way to use your securities to help Easterseals New Jersey provide meaningful impact for people with disabilities and mental illness throughout the state.

HOW YOU CAN DONATE YOUR STOCK TODAY:

Connect with our Development team and let us know of your stock transfer plan.

Instructions for Transferring Security Shares to Easterseals New Jersey:

Oppenheimer & Co., Inc. serves as Easterseals New Jersey’s broker for receiving securities.

SENDING ACTUAL SHARE CERTIFICATES

Please write account number A810753192 in pencil (not ink) on the front upper right-hand side of each certificate.

Endorse the back of the certificate (in ink) as follows:

The signature line is towards the bottom, and noted by the words in small print just below the line “Notice: The signature to this assignment must correspond with the name as written upon the face of the certificate…” Please sign your name exactly as it appears on the face of the certificate. If the certificate is registered in joint names, both must sign. Also, indicate the date you are signing on the line marked “Dated”.

    Note: Do not sign the line with the label “Signature Guarantee” next to it.

In the space following the words “do hereby irrevocably constitute and appoint ________________________ Attorney to transfer the said stock…” enter Oppenheimer & Co., Inc. The certificate is now negotiable only by Oppenheimer.

Leave everything else blank.

Send the certificates to Oppenheimer by mail to the following address:

302 Carnegie Center
Site 101
Princeton, NJ 08540

We suggest using first class mail with certified mail and return receipt.

First class mail will get the package to its destination in 1 to 3 days. Certified mail with returned receipt will provide proof that you mailed the certificate and will return a card to you with the date the item was delivered and the signature of the person who received it.

If you wish, send the certificates to Oppenheimer by overnight delivery to the following address

302 Carnegie Center
Site 101
Princeton, NJ 08540

SENDING SHARES ELECTRONICALLY

If you hold shares in a brokerage account, you may request that your broker transfer shares electronically via the Depository Trust Company (DTC). Please provide your broker with the following information to transfer shares to Easterseals New Jersey via DTC:

Firm: Oppenheimer & Co., Inc.

DTC Number: 0571

Account Name: Easter Seals NJ Inc.

Account Number: A810753192

Phone Number: 609-734-0400

If you have any questions, please contact Mehwish Abid, Director of Development at
(732) 257-6662 or via email mabid@nj.easterseals.com

To contact Easterseals New Jersey Development team:
Call us at 732-257-6662
Email us at giving@nj.easterseals.com



Last updated: July 22, 2024

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