stock gifts


One of the most beneficial ways to contribute to Breakthrough New York is through a gift of stock. Making a gift of stock is simple and offers a number of valuable advantages:

  • You can donate appreciated stocks, bonds, or mutual funds
  • The total value of the stock upon transfer is tax-deductible
  • There is no obligation to pay any capital gains taxes on the gift

To give a stock gift

STEP 1 - Donate Stock

Your gift can be electronically transferred to Breakthrough New York. Please provide your broker with the following information about Breakthrough New York's account: 

First Republic Bank
Erika Gluckstal
Phone: 212-259-3682
Email: egluckstal@firstrepublic.com

Breakthrough New York Account # 33L072114
Breakthrough New York DTC (Depository Trust Corp) # 0443
Breakthrough New York Tax ID 27-0628927

 

STEP 2 - Notify Breakthrough New York

To accurately identify, allocate and acknowledge your gift, please fill out the following form.

Name
Name
Address
Address

For further information or inquiries, please contact Laura Amerman, CFRE, Development Director, at laura@btny.org or 917-258-3457.