Gifts of Securities
MARKETABLE SECURITIES: STOCK TRANSFERS VIA DTC
Transfer Securities to the Museum electronically. It is important that we are notified prior to every stock transfer in order to accurately identify, allocate, and acknowledge your gift. Click here to download form, complete the form, and use it to notify your broker and the Museum of your Gift. Please contact the Development Office at 212-769-5160, or email us at firstname.lastname@example.org if you have any questions about gifts of securities.
If you are transferring securities for a life income gift such as an annuity or trust, please call the Planned Giving office at 212-769-5119 as the transfer instructions differ from the below.
DTC instructions are as follows:
J.P. Morgan Chase
Credit to the American Museum of Natural History
A/C # P26031
How an electronic transfer of stock works:
Your broker sends your gift instructions to J.P. Morgan Chase.
J.P. Morgan Chase notifies the Museum that your gift has been received.
The Museum sells your securities through our brokerage account at J.P. Morgan Chase.
The Museum receives the proceeds from the sale from J.P. Morgan on the settlement date.