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Gifts of Stock and Securities

A gift of appreciated stock or securities will go a long way to help the Simon Wiesenthal Center, as well as provide you with a significant income tax deduction for the full market value of the stock. The following instructions will help you facilitate a gift of stock or securities. (Note: To receive the full tax benefit, stocks must be transferred to the Simon Wiesenthal Center before they are sold):

Notification of Donor Intent

For the purposes of proper acknowledgment and auditing, either the transferring broker or you must provide the following information:

- Your name and complete address

- The number of shares and name of stock or securities transferred

Janice Prager
Phone: 800.900.9036 / 310.772.2426
Fax:    310.772.7651
E-Mail: jprager@wiesenthal.com

Securities Delivered Electronically

The following information will enable your broker to facilitate an electronic transfer of stock or securities:

 

Brokerage: JP Morgan Securities
2029 Century Park East
Suite 3700
Los Angeles, CA 90067
DTC Number: 352
Account Name: Simon Wiesenthal Center, Inc.
Account Number: 033-15039
Contact David Doll
Phone 310.201.2600


For more information, contact:

Janice Prager
National Director, Development
310.772.2426 / 800.900.9036
jprager@wiesenthal.com