Securities

Your gift of marketable securities to The Rotary Foundation offers you tax benefits. But more important, it helps the Foundation make an impact for people in need. Donors may transmit gifts of appreciated securities through their broker or by mail. In either case, we ask that you complete a notice of transmittal form.

Contributions to the Donor Advised Fund or to fund Life Income Gifts require separate stock transfer forms. Please contact Planned Giving at +1-847-866-3100 for the proper forms.

Transmitting securities through a broker

Brokers may transfer securities directly to the Foundation's brokerage account using the account information below.

In the United States

DTC Eligible Securities
DTC # 0443
Pershing, LLC
Account #: N7M100012
Account name: The Rotary Foundation of Rotary International

Fed Eligible Securities
ABA # 021-000-018
Bank of NY/Pershing
Account #: N7M100012
Account name: The Rotary Foundation of Rotary International

The date securities are received in the Foundation's brokerage account is the date of the gift.

Transmitting stocks by mail

Stock certificates endorsed to The Rotary Foundation should be sent by registered or insured mail to Mellon Securities Trust Company (MSTC) at the address below.

A donor may also transfer stock by completing a stock power form (available from any broker) and mailing it to MSTC. The signature(s) on the stock power must match the title on the stock certificate and be signed by all named parties. The stock certificate should remain unsigned and mailed to MSTC in a separate envelope. The postmark date on the envelope is the date of the gift.

Mellon Securities Trust Company (MSTC)
1 Wall Street
3rd Floor – Receive Window C
Attn: Mike Visone
Ref: The Rotary Foundation of Rotary International
Gift Account
New York, NY 10286

See The Rotary Foundation's Gift Acceptance Policy for a complete list of criteria for making gifts of marketable securities, along with the required documents and information.