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 gjordan@connecticutchildrens.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

Foreign Wires
Swift Code: BOFAUS3N
ABA: 0260-0959-3
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 gjordan@connecticutchildrens.org, 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
DTC #8862
Reference: Merrill Account #814-03070, Connecticut Children’s Medical Center Foundation, Inc.
Attn: Ray Jessell, 860-728-3612


IRA

IRA owners who are age 70-1/2 or more may be able to make a qualified charitable distribution (QCD) from an IRA to support Connecticut Children’s. Click here for details and instructions. View PDF


Contact Information

Merrill Lynch contact:

Raymond Jessell
Merrill Lynch, Pierce, Fenner & Smith Inc
Phone: 860-728-3612

Connecticut Children’s Medical Center Foundation contact:

Greg Jordan
Manager, Gift Accounting, Foundation Operations
Phone: 860-837-5730
Fax: 860-837-5740