Gifts of Stock

Most people think of cash when they consider a charitable contribution, but a gift of stock can be a wise alternative. By contributing appreciated securities, you can gain valuable tax advantages. If you own appreciated securities for at least a year and a day, your contribution can offer many benefits.

To learn more, speak with your financial advisor today.

Instructions for Donations of Stock to The Children’s Institute

Below you will find two-step instructions for contributing a gift of stock to The Children’s Institute of Pittsburgh (tax id 23-2935278) and sample letter of authorization.

Step 1: Complete Transfer


  • If the shares are held at a securities firm or other brokerage account: Instruct your firm or brokerage to transfer the shares to The Children’s Institute account at:

    Janney Montgomery Scott LLC
    One PPG Place, Suite 2200
    Pittsburgh, PA 15222
    Broker: Cindy Pastin, phone: 412-562-7935
    Account number: 2021-2684 DTC: 0374

  • Instruct broker to enter your name, as well as any other information that will help us identify the donation as coming from you (such as your account number, phone number, address and/or broker information), into the “Text Comment” field of the DTC screen.
  • Your broker may require a written Letter of Authorization. See sample below.

Step 2: Notify The Children’s Institute of Transfer

In order for The Children’s Institute to properly acknowledge your gift, you will need to contact Dawn Kramrech by mail, phone, e-mail, or fax to provide The Children’s Institute with the following information:

  • Date of stock transfer
  • Number of shares
  • Name of stock
  • Correct spelling of your name
  • Your complete mailing address

The Children’s Institute
ATTN: Dawn Kramrech
1405 Shady Avenue Pittsburgh, PA 15217-1350
Phone: 412-420-2215 Fax: 412-420-2200
Email: [email protected]

PLEASE NOTE: If certificates/shares are in your physical possession, contact The Children’s Institute for instructions to ensure secure transfer of your documents.

Sample Letter of Authorization

[Current Date]
To Whom It May Concern:

I am making a donation of the following securities to The Children’s Institute of Pittsburgh (tax id 23-2935278). Please transfer them to The Children’s Institute account at: Parker Hunter, a division of
Janney Montgomery Scott LLC
One PPG Place, Suite 2200 Pittsburgh, PA 15222
Broker: Cindy Pastin, phone: 412-562-7935
Account number: 2021-2684 DTC: 0374
______ shares of ______ stock.

For more information about making a gift of stock, please contact Dawn Kramrech at 412-420-2215 or [email protected].

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