Giving a gift of stock or mutual funds could be the perfect way to maximize tax savings and meet your
If securities are held by your bank, mutual fund or brokerage firm, please instruct your investment representative to wire transfers to:
DTC Number 8862
Account 876-04 D 74
For credit Trenton Area Soup Kitchen
Please notify Mr. Zack D. Warringer at Merrill Lynch Wealth Management Warringer DeGrazia & Associates if you intend to transfer securities by wire. You can reach out Mr. Warringer at 609-243-6832. Here is the ink to Warringer DeGrazia Associates. http://fa.ml.com/Warringer- DeGrazia-Associates.
Upon transfer of the securities, please send a letter to TASK, 72 1/2 Escher St. P.O. Box 872, Trenton, NJ 08605 or send an email to firstname.lastname@example.org. Please include the donor’s name, address and date of donation, as well as the name and amount of the securities donated.
If you wish to donate securities that are in your possession, you will need to sign a document known as a ‘stock power’ and have your signature guaranteed by your bank or brokerage firm.
The stock power should be mailed to:
Warringer DeGrazia & Associates
Merrill Lynch Fenner & Smith Inc.
7 Roszel Rd. 4th floor
Princeton, NJ 08540
Please mail the stock certificate under separate cover and include a letter with your name and address along with instructions to deposit the stock in account 876-04 D 74, Trenton Area Soup Kitchen. The stock certificate should be mailed via certified mail, return receipt requested, to Warringer DeGrazia & Associates at the above address.
TASK’s Tax ID# is 22-2392881.