Wire/Electronic Funds, Securities Transfers & IRAs
Wire/Electronic Fund Transfers
To assure donors are properly credited for wire/electronic gifts, kindly contact Greg Jordan at 860-837-5730, or by email at firstname.lastname@example.org, before these gifts are initiated.
Wire cash donations directly to Connecticut Children’s Medical Center Foundation by providing the following instructions to your banker. View PDF
View Wire Transfer Process Details
Wire Instructions For Transfer of Cash
Account Number: 000008697140
Routing Number: 026009593
Bank Name: Bank of America
Wire Account Name: Connecticut Children’s Medical Center Foundation, Inc.
Attn: Greg Jordan 860-837-5730
Swift Code: BOFAUS3N
Credit Account: 000180019810
Wire Account Name: Trust Dept TX Funds Transfer/Wire
For benefit of: CCMC Suspense Custody Account 4216100-8529345
Gifts of Securities
To assure donors are properly credited for gifts of securities, kindly contact Greg Jordan at 860-837-5730, or by email at email@example.com, before these gifts are initiated. Your gift of stock can be transferred to the account of Connecticut Children’s Medical Center Foundation by providing the following transfer instructions to your broker. View PDF
You should consult your attorney or qualified tax advisor regarding your tax deduction(s), capital gains, etc. This summarization should not be depended upon for other than broadly informational purposes. Specific questions should be referred to a qualified tax professional.
Transfer procedures and instructions for MUTUAL FUNDS differ from those for stock. If you would like to transfer Mutual Funds, please contact Greg Jordan immediately at 860-837-5730 or by email. Please note that additional time is required to transfer Mutual Funds.
View Transfer Process for Securities
To help us track your securities transfer in a timely manner, please inform Greg Jordan at 860-837-5730 or by email of the stock you intend to transfer or the approximate value of your gift, the purpose of your gift, and your broker’s name and phone number, if applicable.
When making a transfer please include the donor’s name.
For DTC Eligible Securities
Reference: Merrill Account #814-03070, Connecticut Children’s Medical Center Foundation, Inc.
Attn: Ray Jessell, 860-728-3612
Merrill Lynch contact:
Merrill Lynch, Pierce, Fenner & Smith Inc
Connecticut Children’s Medical Center Foundation contact:
Manager, Gift Accounting, Foundation Operations