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Making a Gift of Securities

How to donate stock

  1. Your broker can wire transfer the stock to our brokerage firm, Merrill Lynch. Please alert Merrill Lynch of the transfer. Call Karen White 312-696-7641 or 800-999-6820.

    Email: karen_white@ml.com

    Two numbers you will need:

         Merrill Lynch DTC#5198     NAWCC EIN# 23-2072465.
  2. Mail your signed stock certificates to Merrill Lynch, 225 West Wacker Drive, Suite 1400, Chicago, IL 60606, attention: William Gretz/NAWCC. Be sure to mail the stock power in a separate envelope.
  3. Your broker can transfer ownership of your shares to NAWCC, then sell the shares and mail a check. Checks should be made payable to the National Association of Watch and Clock Collectors, Inc. or NAWCC

How to donate stock

NAWCC will acknowledge your gift's Fair Market Value as the amount of your donation, in accordance with IRS requirements. FMV is the average of the highest and lowest quoted selling prices on the valuation date (date of gift, when stock left your ownership).

Please notify NAWCC of your gift, so that we can verify the transfers have been completed:

Steve Humphrey, Executive Director 717-684-8261 x209 Email: shumphrey@nawcc.org
Chuck Auman, Controller 717-684-8261 x202 Email: cauman@nawcc.org

NAWCC is a tax-exempt charitable organization as defined in IRS Section 501(c)(3). Your gift may qualify as a charitable deduction for federal income tax purposes. Please consult your tax advisor or the IRS.