Transferring Stock to United Hospital Fund

Instructions for effecting a wire transfer of stock to United Hospital Fund

1. Draft a letter/memo of authorization to your broker, with the following language:

This letter represents authorization for transfer of [# of shares] shares of [name of stock] from [name of donor] to the United Hospital Fund of New York.  This gift is given as an unrestricted gift to United Hospital Fund's annual campaign.
 
Please forward an acknowledgment of this gift to:
NAME ______________________________________________________________________

ADDRESS __________________________________________________________________

CITY/STATE/ZIP_______________________________________________________________

Please provide a copy of this letter to Gwen Green at JPMorgan (Bear Stearns) and to the United Hospital Fund.

 

2. Have your broker send the wire transfer instructions, with a copy of your letter of authorization, to JPMorgan Clearing Corporation:
DTC #:                                         0352, JPMorgan Clearing Corporation
For deposit to account #:       047-13156-14-115
Account of:                                United Hospital Fund of New York
Federal tax ID#:                        13-1562656
Attn:                                            Gwen Green, JPMorgan Clearing Corporation (Bear Stearns)
Phone:                                        212.272.6991
Fax:                                             917.849.0632
 

3. Mail, fax, or e-mail a copy of your authorization/instructions, or have your broker do so, to the United Hospital Fund contact:

Christina Maggi
Director of Development
United Hospital Fund
1411 Broadway, 12th floor
New York, NY 10018-3496
212.494.0728 Tel
212.494.0818 Fax
[email protected]

 

Instructions for effecting a transfer of stock in the form of physical securities to United Hospital Fund

1. Stock certificates should be sent directly to the United Hospital Fund.  Stock powers, if required, should be sent under separate cover to the United Hospital Fund (contact information below).

2. Draft a letter of authorization to United Hospital Fund, with a copy to our broker (contact information below), with the following language:

This letter represents authorization for transfer of [# of shares] shares of [name of stock] from [name of donor] to the United Hospital Fund of New York. This gift is given as an unrestricted gift to United Hospital Fund's annual campaign.

Please forward an acknowledgment of this gift to:
NAME ______________________________________________________________________

ADDRESS __________________________________________________________________

CITY/STATE/ZIP_______________________________________________________________

 

United Hospital Fund contact:                                                  Broker contact:

Christina Maggi                                                                           Gwen Green
Director of Development                                                            JPMorgan (Bear Stearns)
United Hospital Fund                                                                 277 Park Avenue,  3rd Floor
1411 Broadway, 12th floor                                                         New York, NY 10172
New York, NY 10018-3496                                                         212.272.6991 Tel
212.494.0728 Tel                                                                         917.849.0632 Fax
212.494.0818 Fax
[email protected]

United Hospital Fund's federal tax ID# is 13-1562656.

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