DONATION INFORMATION
& INSTRUCTIONS
UPDATED AS OF JUNE 2019
GENERAL INFORMATION
Thank you for considering a donation to Win in the form of an electronic transfer, a bequest, or a
stock or mutual fund gift. Your support will help us to continue to break the cycle of homelessness
for women and their children well into the future.
Please review the information contained in this overview document for instructions on how
to complete these gifts.
If you have any questions, please feel free to contact us at any time:
Jeffry Pennock, Associate Vice President, Major Gifts
TEL: 212.560.0239 EMAIL: jpennock@winnyc.org
NOTIFICATION OF INTENT FORM
Regardless of your gift method, please fill out the following form and forward it to Win so that we
can ensure correct and timely acknowledgement of your gift.
DATE:
NAME:
ADDRESS:
PHONE NUMBER:
EMAIL ADDRESS:
DETAILS OF GIFT (electronic transfer amount/date, bequest information, stock symbols, number of shares, name
of stock or mutual fund, etc.):
Send this form to Win:
ATTN: Jeffry Pennock | VIA EMAIL: jpennock@winnyc.org
| VIA FAX: 212.736.1649
DONATION INFORMATION
& INSTRUCTIONS
UPDATED AS OF JUNE 2019
INSTRUCTIONS FOR MAKING AN ELECTRONIC TRANSFER/GIFT TO WIN
To make an electronic transfer of funds directly to Win, please fill out and send the Notification of
Intent Form on the previous page and provide the following information to your bank:
ORGANIZATION NAME: Women In Need, Inc. (Win)
ADDRESS: One State Street Plaza, 18th Floor, New York, NY 10004
BANK NAME: Bank of Ame
rica
ACCOUNT NUMBER: #483043524432
For an Automated Clearing House (ACH) Payment:
ACH ROUTING NUMBER: #021000322
For a Wire Transfer:
WIRE TRANSFER ROUTING NUMBER: #026009593
INSTRUCTIONS FOR MAKING A BEQUEST GIFT
Win can be named as full or partial beneficiary in a will, life insurance policy, retirement plan,
annuity, or trust fund.
If you or a loved one would like to leave a gift to Win in your will or other financial instrument,
please fill out and send the Notification of Intent Form on the previous page, and ensure that Win is
listed correctly in your documentation:
ORGANIZATION NAME: Women In Need, Inc. (Win)
ADDRESS: One State Street Plaza, 18th Floor, New York, NY 10004
TAX ID NUMBER: 13-3164477
INSTRUCTIONS FOR MAKING A STOCK OR MUTUAL FUND GIFT
A stock or mutual fund gift can reduce or eliminate capital gains tax and result in a charitable
deduction for the full, appreciated value.
Win prefers that gifts of stocks or mutual funds be transferred electronically into our account at
Merrill Lynch/Bank of America, rather than sending the stock certificates to Win or selling the stock
and sending the proceeds to Win.
If you plan to make a gift of stocks/mutual funds, please fill out and send the Notification of Intent
Form on the previous page, and instruct your broker to transfer stocks/mutual funds as follows:
DTC NUMBER: #8862
MERRILL LYNCH ACCOUNT NUMBER: #862-02757
ACCOUNT NAME: Women In Need, Inc. (Win)
CONTACT: Mynoon Doro
EMAIL: mynoon_doro@ml.com
TEL: (800) 333-9701
TAX ID NUMBER: 13-3164477