Give a Gift of Stocks or IRA Rollover Funds

The Mystic & Noank Library gladly accepts the transfer of appreciated securities directly from you or from your broker. 

 

Stock Transfer Instructions

Gifts of stocks held at a brokerage can be electronically transferred by your financial agent using the DTC automated transfer system. 

  1. Please instruct your broker to transfer stock into our Fidelity account at:

Fidelity account number: Z*****115
Fidelity's DTC number: 0226

  1. For Wires into our Fidelity account :

Bank Name :                       JP Morgan Chase

Routing #                             021000021

For Credit to                       National Financial Services LLC

Account #                            066196-221

For the Benefit of             The Mystic And Noank Library

Final Credit to                   Z*****115

Contact the Executive Director at director@mysticnoanklibrary.org for the library’s Fidelity account number.

 

Charitable IRA Rollovers

If you are 72 or older and need to take a required minimum distribution from your IRA, the Charitable IRA Rollover is a great way to make your annual gift (up to $100,000 per year). Your gift will need to be made directly from your IRA and can count toward your annual required minimum distribution.     

Your tax-free rollover gift will be excluded from your gross income.

Instruct your IRA custodian to make your Charitable IRA Rollover gift payable to

Mystic & Noank Library. MNL’s tax ID number is 06-0709292. 

Please ensure they include your name on the check.

Have your IRA custodian send your gift to: Mystic & Noank Library

Attn: Development Lead | 40 Library Street | Mystic, CT 06355

To learn more, please contact Development at (860) 536-7721 or development@mysticnoanklibrary.org.

Thank you for your support!