We appreciate your interest in donating stock to The Israel Project.

In order to transfer stock, please send your broker a gift letter specifying the stock name and number of shares that you would like to gift. You should also include the following wire instructions in your gift letter:

DTC INSTRUCTIONS

The Israel Project
Account # JW 42892
DTC # 0221
Mr. Josh Mauer, Broker
UBS Financial Services, Inc.
100 East Pratt St.
Baltimore, MD 21202-1009
410-576-3224

Please provide Cathy Bolinger with a copy of the gift letter given to your broker to ensure a smooth transfer. This will also let us know that the stock has been transferred into our account.  If you have any questions please, do not hesitate to contact us.  Thank you.

Cathy Bolinger
Manager, Development
Phone:  202-857-6644
Fax:  2028-857-6674
Email: cathyb@theisraelproject.org 

Important Notes

The above instructions pertain to stock only. Mutual funds transfers may require different instructions, depending on the fund type. Please contact us directly to discuss the details of your transfer if you have any questions.

The "gift value" is determined by taking the average of the high and low sales price of the day the stock is received into our account.

 


 

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