Part or All of a Required Minimum Distribution From an IRA
If you are age 72 or older, you may make your gift to Annual Giving with all or part of your yearly Required Minimum Distribution (RMD) from an IRA. To do so, contact your broker and arrange for the funds to be distributed directly to BPSI. (You should not take the RMD and then make the donation.) You will not be able to take this contribution as a charitable deduction on your income tax return, but this contribution will not be included in your Adjusted Gross Income. This procedure may result in both tax savings and a reduction in the amount you pay for a Medicare Part B premium, which is based on AGI.
If you choose to donate with your RMD, please contact Carole Nathan with the name of your brokerage and the amount of your gift so that it will be recorded correctly. Carole may be reached at email@example.com or 617-266-0953, x101.
Gifts of Securities
To make a gift of securities, please contact your individual broker with the following information.
BPSI Broker Name: Pershing, LLC
DTC Number: 0443
Account Name: Boston Psychoanalytic Society & Institute, Inc.
Account Number: J4F018081
Send to the attention of: Benny Clavero
Toll Free Phone Number: 866-698-9327
Toll free Fax Number: 866-355-5571
BPSI EIN: 04-2010675
When you have completed the request to your broker, please contact Carole Nathan with the name of the security, number of shares, approximate value, and your broker’s contact information. Carole may be reached at firstname.lastname@example.org or 617-266-0953, x101.
Please contact Carole at any time for additional information regarding the transfer of physical stock certificates, or with any questions regarding philanthropic giving to BPSI.
Every gift makes a difference.
Thank you for your support!