When you make a gift of stock to FEE you will avoid the tax on capital gains and receive a charitable deduction for the full fair market value of the stock.
It is easy and secure to transfer stock electronically. Simply ask your broker to contact ours with the following information:
Contact: Bob Grenier, Merrill Lynch
Account #: 76V04004
DTC #: 5198
Phone: 800-284-4433 (toll free)
Email: bob_grenier [at] ml.com
Address: 360 Hamilton Ave 8th Floor, White Plains, New York 10601
At the time of the transfer, please let us know the name and number of shares you are transferring by contacting Carl Oberg, Executive Director at (914) 591-7230 or firstname.lastname@example.org. Carl would also be happy to answer any questions you might have.
Transfers by Mail
If you have the stock certificates in your possession, please send the unendorsed certificates and signed stock powers, in separate envelopes, by registered mail to:
Foundation for Economic Education
30 S. Broadway
Irvington-on-Hudson, New York 10533