Instructions for Gifts of Stock
If you’d like to give the gift of stocks, please follow these instructions:
Electronic Transfer
- Our depository trust company is: Vanguard
- Their DTC number is: 0062
- Our account number with them is: 32296304
- Stock must be transferred to the specific name: Jesuit Refugee Service/USA
- Our tax id number is: 52-1355257
- Vanguard’s toll free phone number is: 800-992-8327
Certificate Transfer
- Registered certificate holder should complete the following two Vanguard forms (forms are available for download on vanguard.com/serviceforms or by calling Vanguard Brokerage Services at 800-992-8327):
- Irrevocable Stock/Bond Power Form. Requires original signature of certificate holder.
- Letter of Authorization to Deposit Stock and Bond Certificates. Requires original signature of certificate holder with Medallion Signature Guarantee. Shares are to be deposited to Jesuit Refugee Service/USA, account number: 32296304
The certificate and 2 forms above should be sent by overnight delivery or registered mail to: Vanguard Brokerage Services 455 Devon Park Drive Wayne, PA 19087-1815
Please notify Cindy Rice at Jesuit Refugee Service/USA that you have initiated a stock gift:
P: 202-629-5966 |E: cindy.rice@jrsusa.org