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Making a gift of stock to THE ASSOCIATED can be as easy as picking up the phone and placing one call to your broker or to THE ASSOCIATED. If your broker holds the shares in “street name”, you can instruct your broker to make the gift by electronic transfer to one of the accounts listed below. If THE ASSOCIATED maintains an account at your broker’s firm, you may ask your broker to transfer the shares from your account directly to THE ASSOCIATED’s account.

If you have the stock certificates in your possession, you can deliver the stock certificate(s) along with a completed Stock Power and a Letter of Intent to either THE ASSOCIATED or to one of the brokers listed below. The Letter of Intent should state your intention to make a gift of the specific shares being tendered. For example, your Letter of Intent might read: “I hereby am delivering to and making a gift of (XX) shares of XYZ Corporation to THE ASSOCIATED:
Jewish Community Federation of Baltimore, Inc. as a charitable gift.”

Here is a listing of just a few companies where we have active accounts. Please call for names and account numbers of additional brokers.

Charles Schwab
PO Box 628291
Orlando, FL 32862
1-800-435-4000
Account # 1230-3306
DTC #0164		 UBS Financial Services
Mr. Jeffrey Waranch
307 International Circle
Suite 440
Hunt Valley, MD 21031
410-771-3139
Account #H7-22755
DTC # 0221

 Baird
Mr. Michael Levin
100 West Road
Suite 200
Towson, MD 21204
410-469-5250
Account #4215-6875
DTC #0547
 
RBS Wealth Management
Mr. Ira Gansler
100 Light Street
Baltimore, MD 21202
410-223-2788
Account # 350-03858
DTC #0235		 Morgan Stanley
Mr. Arthur Wasserman
10751 Falls Rd.
Suite 302
Lutherville, MD 21093
410-583-5222
Account #686-016914-008
DTC #0015		 Morgan Stanley Smith Barney
Mr. A. Stanley Brager
650 S. Exeter St.
Suite 1100
Baltimore, MD 21202
410-736-5436
Account #21J3091315
DTC# 0418

Please give THE ASSOCIATED a call with stock transfer details.   

Please contact Amelia Goldman 410-369-9218 or Josephine Larson at 410-369-9217 if you have questions regarding these instructions.

If you are transferring stock to one of the accounts listed above, always call THE ASSOCIATED first to verify the account information and to assure that you received proper credit for your gift.