FPWA
Fulfilling the Promise of Opportunity
FPWA
Fulfilling the Promise of Opportunity
FPWA accepts gifts of stocks, bonds, mutual fund shares and other securities.
Making such a gift will have an immediate impact on the fight for economic equity, typically without an obligation to pay capital gains tax on the appreciated value. Speak with your tax advisor for more specific information.
FPWA Account Information:
DTC #0005
Goldman Sachs & Co.
FBO: FPWA – Donations
Account Number: 055-96157-7
Goldman Sachs Information:
200 West St, 38th Floor
New York, NY 10282
Contact: Jonathan Morales (212) 902-2533
Yes, notifying us will help us correctly connect you to the stock transfer.When notifying us of your impending transfer, please include your full name and address, the name of the stock, and the number of shares or total gift amount. Please notify Catherine Carpentieri at ccarpentieri@fpwa.org, or by mail to 40 Broad Street, 5th Floor, NY NY 10004.
*The material presented is not offered as tax advice. Seek the counsel of your tax adviser to ensure that a contemplated gift is appropriate for your situation.
You can leave a bequest gift to FPWA in your will. Making a bequest gift is one of the most meaningful ways of expressing your values beyond your lifetime and securing equity and justice for future generations.
Bequest gifts can be for a specific dollar amount or for a percentage of your estate. They can be structured so the important people in your lives are taken care first. Also, you retain control of your assets and beneficiaries can be changed at any time during your lifetime, should your plans need to change.
Including a gift to FPWA in your will is easy. Simply provide your attorney, or include in your document, our official name and tax identification number and your specific intentions. Suggested language is below:
“I give to the Federation of Protestant Welfare Agencies, Inc., a New York nonprofit corporation, or its successor, that is recognized as exempt from tax under Section 501(c)(3) of the Internal Revenue Code, and whose Tax. i.d. number is 13-5562220, with its principal offices at 40 Broad Street, New York, NY, the sum of $_________ for its general purposes.”
or
“I give to the Federation of Protestant Welfare Agencies, Inc., a New York nonprofit corporation, or its successor, that is recognized as exempt from tax under Section 501(c)(3) of the Internal Revenue Code, and whose Tax. i.d. number is 13-5562220, with its principal offices at 40 Broad Street, New York, NY, [all (or _____ percent)] of my residuary estate for its general purposes.”
For questions, or for more complex arrangements, please contact Catherine Carpentieri, Chief Development Officer, at ccarpentieri@fpwa.org.
Many companies offer matching gift programs to encourage their employees to contribute to charitable organizations. Your company may match contributions dollar for dollar or even double or triple your donation to FPWA. Ask your human resources department if your company has a matching gift program and, if it does, ask for a matching gift form. We’re happy to assist if you need guidance. Please contact our development department at development@fpwa.org.
