Ways to Give
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).
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
600 Grant Street 31st Fl
Pittsburgh, PA 15219
- Instruct your firm or brokerage to transfer the shares to The Children’s Institute account at:
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:
- 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: dkr@the-institute.org
PLEASE NOTE: If certificates/shares are in your physical possession, contact The Children’s Institute for instructions to ensure safe 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
600 Grant Street 31st Fl
Pittsburgh, PA 15219Broker: Cindy Pastin, phone: 412.562.7935
Account number: 2021-2684
DTC: 0374
______ shares of ______ stock.
So that The Children’s Institute is able to identify these shares as my donation to their organization and acknowledge me for this gift, I ask that you please enter my name, account number, phone number, address, and/or broker information into the "Text Comment" field of the DTC screen.
Thank you for your attention to this matter. Please call me with any questions or problems.
Sincerely,
[Name of donor]
[Donor phone number]
