Please forward any information regarding a pending stock transfer to Kaitlin Casey at firstname.lastname@example.org or 908-738-2173. The donor's name is not transferred with the stock information. Providing us with information relating to the transfer will ensure stock gifts are appropriately attributed to the donor.
Gifts of securities will be valued at full market value on the date of the transfer to The Y.
Gifts of stock may be transferred to Mariner Wealth Advisors using the following information:
Name of Account/FBO: YOUNG MEN'S CHRISTIAN ASSOCIATION OF SUMMIT NJ
Account #: 656-479814
Fidelity DTC #0226
National Financial Services, LLC
Below is the information if you need to contact Mariner Wealth directly:
Mariner Wealth Advisors
One Main Street, Suite 202
Chatham, NJ 07928
Securities may be endorsed in blank (the donor's signature only) and sent to the above address. If stock certificates are endorsed, please send a stock power to the Y under separate cover on which only the signature has been filled in.
A gift of appreciated securities that you have held for more than one year is frequently the most economic way to give. You will be eligible to take a federal income tax deduction equal to the fair market value of the stock on the date of the gift for up to thirty percent of your adjusted gross income and will not have to recognize the appreciation as capital gain.