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Ways of Giving to Packer

Packer’s Tax ID: 11-1633522

Credit card: Make a gift online, including a monthly installment option.

Check: Mail checks, payable to The Packer Collegiate Institute, to:

The Packer Fund

The Packer Collegiate Institute

170 Joralemon Street

Brooklyn, NY 11201

Securities: Make a stock gift.

Wire Transfers: For details, please contact Shriya Bhargava-Sears at ssears@packer.edu or (718) 250-0228.

Matching Gifts: Please check to see if your company has a matching gift program. Contact Shriya Bhargava-Sears at ssears@packer.edu or (718) 250-0228 for details or to notify Packer your gift will be matched.

Pledges: To make a pledge, payable by June 30, 2018, please contact Susan Moore, Director of Annual Giving, at smoore@packer.edu or (718) 250-0314.

Planned Gifts: For information on gifts to Packer of bequests, life income gifts (charitable remainder trusts or charitable gift annuities), real estate, or charitable lead trusts, please contact David Minder, Director of Alumni, at dminder@packer.edu or (718) 250-0229.

Gifts-in-Kind: A gift-in-kind is a contribution of goods or services other than cash, grants, or securities. For more information on making a gift-in-kind to Packer, please contact Sara Shulman, Director of Development, at sshulman@packer.edu or (718) 250-0277.

GUIDE TO STOCK GIFTS TO PACKER

To receive a 2018 receipt of tax purposes, stock gifts must be initiated by December 31.

If your stock is in a brokerage account, your broker may transfer your stock to Packer’s account at Merrill Lynch.

Account #:

833-04020

DTC #:

8862

Broker:

Nancy Grodin

Merrill Lynch

1010 Northern Blvd., 4th floor

Great Neck, NY 11021

(516) 498-3379

nancy_grodin@ml.com

In order for your gift to be properly credited to you, we strongly recommend that you notify Packer’s Development Office of your intention to transfer stock. Please contact Shriya Bhargava-Sears at ssears@packer.edu or (718) 250-0228 to notify Packer or with questions on making a gift of stock.

If you have the shares in your possession, you may send the unendorsed certificate to Packer. In a separate envelope, send a stock power and a stock release signed in the same name as the name the certificate is registered with; fill in nothing else. Please do not have the issuing company change the name on the certificate to Packer.

For your tax return purposes, Packer values the stock at the mean of the high and low prices on the date of transfer.

Make a Gift Today!


The Packer Collegiate Institute
170 Joralemon Street, Brooklyn, NY 11201
(718) 250-0200
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