Gifts of Appreciated Securities | Omega

Gifts of Appreciated Securities

Thank you for considering a gift of appreciated securities! Important tax advantages can be provided on gifts of stocks, bonds and mutual funds. Please consult your financial advisor for advice on your specific circumstance.

To ensure efficient processing of your gift, please contact Susan Miller at SusanM@eomega.org or 845 266-4444 Ext 405 to advise her of the gift and its purpose. Please provide your name, the name of the stock, the number of shares being donated, and the financial institution that is transferring the stock.

To donate stocks via WIRE TRANSFER:

Inform your broker/banker of your intention in writing (number of shares/certificates and gift designation) and give them the following instructions: 

Stock should be transferred to the Omega Institute for Holistic Studies account at Axiom Capital Management (clears through National Financial Service)

Axiom Capital Management

One Metrotech Center North
Brooklyn, NY 11201-3589

Robert Doyle: rdoyle@axiomcapital.com 212-521-3859
Christine Ronga: cronga@axiomcapital.com 212-521-3877

DTC#:  0226
Omega’s Account Number:  RK9-030230
Omega's Tax ID #: 23-7233306

Please contact Susan Miller at SusanM@eomega.org or 845 266-4444 Ext 405 with any questions you may have.

Thank you for your generosity!

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