Gift of Securities Information Form

Gift of Securities Information Form
Thank you so much for your upcoming gift to Camp Ramah in the Poconos!

Camp Ramah’s Gift Acceptance Policy states that marketable securities are to be sold the day they are received regardless of the value on the day of sale. Furthermore, please be aware that there may be a delay from the time the transfer is initiated to the time of receipt and subsequent sale of the security.

To help ensure that the transfer is processed and credited to you accurately, please complete this form and have your financial advisor email Stephanie Amarnick, Director of Advancement, at stephaniea@ramahpoconos.org when the transfer has been initiated.

If you have any questions, please contact our Development Team at development@ramahpoconos.org.
For gifts of securities made to Camp Ramah in the Poconos, kindly provide your financial advisor with the following information:

Brokerage: Wells Fargo
Address: 1675 N. Military Trail, Suite 500, Boca Raton, FL 33486

Account Name: Camp Ramah in the Poconos - Fundraising Account
Account # – 2676-4936
First Clearing DTC# 0141
Contact: James Silver
Phone: 561-394-7518
Donor Information
Donor Name

First NameLast Name
Donor Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Donor Phone Number
Please enter a valid phone number.
Donor Email
example@example.com
Securities Donation Information

Please provide information regarding the securities to be donated
Name or Symbol of Security (if known)
Ex: American Express, Google, Starbucks, etc.
Number of Shares Being Donated (if known)
If known
Approximate Value of Intended Total Donation
Should be Empty:

Gift of Securities Information Form

Donor Information

Securities Donation Information