CRI - Gift of Securities - Cancer Research Institute [PDF]

Bank Name: Morgan Stanley Private Wealth Management Phone Number: (212) 893-6419. Fax Number: (212) 893-6370. DTC Number

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Idea Transcript


Many CRI donors who elect to make gifts of securities work closely with their financial advisors to establish a regular annual distribution schedule, particularly if they are giving to more than one charitable organization. In this way, you can be assured that your investments are being well managed and that your wishes are being honored. To transfer securities to CRI, your advisor may need this information: Agent: Mark J. McCooey Bank Name: Morgan Stanley Private Wealth Management Phone Number: (212) 893-6419 Fax Number: (212) 893-6370 DTC Number: 0015 For Further Credit to: Cancer Research Institute Account Number: 654-118365 Tax ID Number: 13-1837442 For those wishing to make one-time donations via wire transfer, please use the wiring instructions provided below: Company Name: Cancer Research Institute Bank Name: JPMorgan Chase Address: 1166 Avenue of the Americas, Fl 20 New York, NY 10036 Contact Name: Joseph J. Aleffi Phone No.: (212) 499-2521 Routing No. (for Domestic wire): 021000021 Swift Code (for International wire): Chasus33 Account No.: 904950328 Account Type: Checking Whether making a gift of securities or making a wire transfer, we ask that you please also notify us that you've done so by emailing us at [email protected]. This will enable us to acknowledge your donation and provide a receipt for tax purposes more rapidly. Have questions or need assistance with making a donation? Please contact our chief financial officer, Alfred Massidas, at (212) 688-7515 x237 or [email protected].

*Immunotherapy results may vary from patient to patient.

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