Why Give the Gift of Stock?
Giving stock not only helps the children we serve but also helps you! Many donors prefer to make gifts of appreciated stocks, bonds or mutual funds because you can potentially save on taxes while making a greater impact.

Increase Your Giving Power
Stock gifts to Make-A-Wish New Jersey can potentially benefit you in two ways: You may receive a charitable income tax deduction for the full fair market value of the securities, and at the same time you may avoid capital gains taxes on appreciated stock.

Broker Transfer Instructions
To transfer stock or mutual fund shares to Make-A-Wish New Jersey electronically, provide these transfer instructions to your broker:

UBS Financial Services
Account Name: Make-A-Wish Foundation of New Jersey
DTC Number: 0221
BSA Account: MW 39061 A2

Additional Stock Gift Instructions
When making a stock gift, it is important that you authorize the broker to disclose to Make-A-Wish New Jersey the following information, so that your gift is properly identified:

Donor name and address, name of stock, and number of shares.

Please also email this information to development@nj.wish.org You will receive an acknowledgment once the stock has been received.

Contact:
Rose Farr
Vice President of Development
rfarr@nj.wish.org l 609-371-9474