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Gifts of Stocks and Securities

A gift of appreciated stock or securities will go a long way to help the Museum of Tolerance, as well as provide you with a significant income tax deduction for the full market value of the stock. The following instructions will help you facilitate a gift of stock or securities. (Note: To receive the full tax benefit, stocks must be transferred to the Simon Wiesenthal Center/Museum of Tolerance before they are sold):

Notification of Donor Intent
For the purposes of proper acknowledgment and auditing, either the transferring broker or you must provide the following information:

  • Your name and complete address
  • The number of shares and name of stock or securities transferred

For further information please contact:

Hope Zeitz
Director of Development
Phone: (800) 900-9036 / (310) 772-2531
Fax: (310) 772-7651
E-Mail: hzeitz@museumoftolerance.com

Securities Delivered Electronically
The following information will enable your broker to facilitate an electronic transfer of stock or securities:

Brokerage: Bear Stearns
1999 Avenue of the Stars
Los Angeles, CA 90067-6117
DTC Number: 352
Account Name: Simon Wiesenthal Center, Inc.
Account Number: 033-15039

 

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