ADDITIONAL GIVING INFORMATION

Background

There are many ways to give a gift.


photo: Paul B. Goode

WIRE TRANSFERS
Use these instructions to wire your gift to us. Please share your intent to give with Dorcas Yip, Senior Development Associate, at dy@ptamd.org or 646-214-5811. This communication is important for proper recognition and receipting.

Name of Bank: First Republic Bank
Bank Address: San Francisco, CA
ABA #: 321081669
Account #: 80003519824
Account Name: Paul Taylor Dance Foundation

International Instructions
SWIFT: FRBBUS6S


photo: Paul B. Goode

A GIFT OF SECURITIES
Use these instructions to give a gift of stock. Please share your intent to give with Dorcas Yip, Senior Development Associate, at dy@ptamd.org or 646-214-5811. This communication is important for proper recognition and receipting. Donor information does not always transmit during the DTC transfer process.

Participant Account Name: Pershing, LLC
DTC #: 0443
Receiving Account Name: Paul Taylor Dance Foundation
Receiving Account #: A9G177900
Reference: Your Name


photo: Kathryn Landefeld

MUTUAL FUND SHARES
Use these instructions to transfer mutual fund shares. Please share your intent to give with Dorcas Yip, Senior Development Associate, at dy@ptamd.org or 646-214-5811. This communication is important for proper recognition and receipting.

Send a LETTER OF INSTRUCTION to your financial services firm instructing them to send shares to:

Paul Taylor Dance Foundation, Inc.
551 Grand Street, New York, NY 10002
Tax ID #: 13-2665475
Fidelity Investments Account #: Z50-481513

The Letter of Instruction must contain the mutual fund share symbol and the approximate share quantity so that a unique BIN Number can be created for the transfer. The BIN Number will be provided to you so that you can forward it to whomever is processing the donation transfer for you.


photo: Kathryn Landefeld

IRA DISTRIBUTIONS
Are you 70 ½ or older? You may consider giving a tax-efficient gift from your IRA to the Paul Taylor Dance Foundation. The IRA charitable rollover rule has recent become permanent.

Requirements and Restrictions apply:

  • You must be 70 ½ years or older
  • You must make your gift directly from your IRA account
  • Gifts to all charities cannot exceed a total of $100,000 per taxpayer per year
  • Gifts cannot be made to a donor’s advised fund, supporting organization, or his/her private foundation
  • No charitable deduction is allowed, and it is not included in taxable income
  • Other retirement accounts (i.e. 401(k), 403(b)) are not eligible
  • Charities cannot provide the donor with material benefits

To make a gift, please contact your IRA administrator to request a direct charitable distribution to the Paul Taylor Dance Foundation, including the amount you wish to donate. The letter should include our:

Tax ID #: 13-2665475

Disclaimer:

More information on the IRS’ website about Qualified Charitable Distribution can be found here.

The information provided does not constitute legal, tax, or other professional advice and should not be relied upon as such. Always consult your own advisor before making any gift that has tax implications, particularly where your state’s income tax law may differ from the federal law.



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