James J. Peters Legacy Society

Making a gift of appreciated securities (stock, bonds and mutual funds) to United Spinal Association is easy and has some special tax benefits. Most gifts of appreciated securities that you have held for more than a year are fully deductible at fair market value, and you do not incur a tax on unrealized capital gains. (Please consult your tax advisor for a complete assessment of your tax situation.)

Ways to Transfer Appreciated Securities

By Phone
Instruct your bank or broker to transfer your gift of securities to United Spinal Association electronically. To use an electronic transfer, provide the following information to your broker or ask your broker to call the Accounting Department at 718-803-3782 Ext 7218 for routing instructions.

CHASE INVESTMENT ACCOUNT
Account Name: United Spinal Association
Account No.: 731-08650
Account Delivery- DTC 0352

Our Tax Identification Number (TIN): 13-5612621

By Mail
1. Send your unendorsed stock certificate(s) by registered mail to:

United Spinal Association
National Headquarters
Accounting Department
120-34 Queens Blvd, Suite 330
Kew Gardens, NY 11415

2. In a separate envelope, by regular mail, send to the same address:

a. A signed stock power (one power for each certificate; complete the signature block exactly as the stock is registered) and

b. A brief note identifying yourself (name, address, phone number) and describing the number of shares and the name(s) of the stock(s).

Mail both envelopes on the same day. The date of the gift is determined by the postmarks.

Gifts of mutual funds

Mutual fund shares that have appreciated in value are an excellent charitable gift with tax advantages similar to those from gifts of other appreciated securities. Generally, mutual fund shares must be transferred by the mutual fund company. To make a gift of mutual fund shares, please ask your mutual fund company to provide you instructions and the forms necessary for making a charitable gift. Please call us at 800-404-2898, x210 if we may be of help to you.

Other questions?

If you have any questions regarding your gift of appreciated securities, please contact our Development Department at 800-404-2898, x7019 for assistance.

Our hope is that this booklet will be helpful to you in this process. On the following pages you will find information about the elements of a valid will and how to determine goals for your estate.

By using this step-by-step guide, you will see how planning your will can save money for both you and your heirs. You’ll also find out how meaningful and rewarding a process it can be for you. Because with a will that reflects your wishes, you can:

• Make provisions for loved ones;
• Remember charitable institutions that reflect your values;
• Plan how your hard-earned assets will help others; and
• Accomplish all of these goals at the lowest possible expense.

View Planning Your Will (PDF)

Donations by phone/credit card an be made by calling our Donor Services toll-free number 800 404-2899.

Once the transaction is completed you will be mailed or emailed a receipt for your donation.

A mailed donation can be made by sending a check to:

United Spinal Association
120-34 Queens Blvd. #320
Kew Gardens NY 11415
United States

Please include the word “Donation” in the memo line of the check.

To wire funds to United Spinal Association, please provide your financial institution with the following routing information:

JP Morgan Chase
ABA = 021000021
BNF = United Spinal Association/AC-0811122605
OBI = Donation

To ensure that the donor receives a proper gift acknowledgement, please contact United Spinal Association’s Accounting Department at 718-803-3782 x7218 and provide the donor’s name, contact information, wire transfer amount, wire transfer date and the sending institution’s name.