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Ways to Give To Your Fund

Once you’ve established a fund in The New York Community Trust, it’s easy to make additional gifts to it using a variety of assets. 

1) Cash gifts by check 

Make check payable to “Community Funds, Inc.” and mail it to:

Community Funds, Inc.
Attn: Carolyn M. Weiss
909 Third Avenue - 22nd floor
New York, NY 10022

*Please reference the fund name and fund number on the check.

2) Sending gifts of cash by wire or ACH:

  • First: Ask your bank to make the transfer. Instructions for wires and ACH transfers are:
JPMorgan Chase Bank
270 Park Avenue, 43rd Floor, New York, NY 10017
ABA No. 021 000 021
Account Name: Community Funds, Inc.
Account Number: 134 757 998

*Please reference your fund name and fund number. 

  • Then: Let Jannette Andaluz know the amount you are planning to transfer so that we can make sure that it is received. She can be reached at:
Jannette Andaluz, Financial Assistant
Community Funds, Inc.
909 Third Avenue, 22nd floor, New York, NY 10022
Phone: 212-686-0010 Ext. 429 | Fax: 212-532-8528 | jan@nyct-cfi.org

3) DTC transfers of securities

Most stock gifts can be delivered to our brokerage account through DTC. If you are uncertain whether your gift is eligible for DTC, please contact your broker or bank custodian. Note: If you are giving one security valued in excess of $100,000, please refer to the section on these gifts below. Gifts of restricted stock, thinly traded stock, and foreign shares are also discussed in a separate section below. 

  • First: Ask your broker or custodian bank to deliver the shares to:
Pershing LLC
DTC # 0443
Account Number: N7M100327
Account Name: Community Funds, Inc. 
Download a letter of authorization (LOA) to send to your broker, custodian bank, or investment advisor.

  • Then: Notify us of your gift
    DTC identifies only the sending institution—not the individual account. We have no way of matching you with your gift unless you notify us. Please let our Investment Administrator, Raymond Salibur, know the name of the security and the number of shares being delivered, and the name and number of the fund that will be receiving the gift. Also, please provide the name of the delivering broker or bank and the name and phone number of the contact person at the institution. 
Raymond Salibur, Investment Administrator
Community Funds, Inc.
909 Third Avenue, 22nd floor. New York, NY 10022
Phone: 212-686-0010 Ext. 455 | Fax: 212-532-8528

4) Gifts of mutual fund shares

If you plan to contribute mutual fund shares or securities in 2016, please begin that process right away. Some brokers may not be able to complete transfers that begin after December 15th before year end.

Gifts of mutual fund shares require special instructions from us before donors make the transfer. Please contact Raymond Salibur before making a gift of mutual fund shares. See contact info above. 

5) Gifts of one security valued in excess of $100,000

Gifts of large positions (valued in excess of $100,000) require special instructions from us before donors make the transfer. Please contact Raymond Salibur before making a large gift of one stock. See Raymond’s contact info above.

6) Gifts of restricted (e.g., Rule 144), thinly traded, or foreign stock

Gifts of Rule 144 or other restricted stock, thinly traded stock, or foreign shares require special instructions from us before donors make the transfer. Please contact Raymond Salibur before making gifts of any of these securities. See Raymond’s contact info above.

7) Gifts of securities registered in your name or securities in dividend reinvestment plans

Securities registered in donors' names or securities held in dividend reinvestment plans require special instructions from us before donors make the transfer. Please contact Raymond Salibur before making gifts of any of these securities. See Raymond’s contact info above.

8) Gifts of fixed income securities

Bonds require special instructions from us before donors make the transfer. Please contact Raymond Salibur before making gifts of any fixed income securities. See Raymond’s contact info above.

9) Unusual gifts

Community Funds has, from time to time, accepted unusual gifts such as shares of closely held corporations, partnership interests, real estate, works of art, intellectual property, or jewelry. Since these gifts tend to be complicated they often require a long lead time. If you would like to discuss this type of gift, please contact Jane Wilton.

Jane Wilton, General Counsel
Community Funds, Inc.
909 Third Avenue, 22nd floor, New York, NY 10022

Phone: 212-686-2563 | Fax: 212-532-8528

909 Third Avenue | New York, NY 10022 | P (212) 686-0010 | F (212) 532-8528 | info@nyct-cfi.org
Contact Us | Staff | Westchester Community Foundation | Long Island Community Foundation

The New York Community Trust is a 501(c)3 public charity.

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