You can donate shares of stocks or mutual funds to Chautauqua Institution or Chautauqua Foundation. Please notify the Office of Advancement at (716) 357-6465 before you initiate the transfer of your stock gift. It is our only way of identifying who the gift is from and we would like to thank you!
Please use the following instructions for any stock gifts you would like to make to the annual Chautauqua Fund, capital suport, or for gifts to Chautauqua Foundation’s endowment.
Muriel Siebert & Co., Inc.
Jersey City Office
15 Exchange Place, Suite 800
Jersey City, NJ 07302
Phone: (800) 872-0444
Fax: (212) 486-2784
Chautauqua Institution account CXT-369330
Federal ID #16-0758844
While the process of gifting stock is easily done, gifting mutual fund shares requires additional administrative effort on the part of the donor and the Foundation. We recommend advanced preparation when the timing of a gift is critical. Typically you will have to provide the mutual fund written instructions to make the transfer (although requirements may vary among mutual fund sponsors). This letter requires the signature of all account owner(s) and will have to be guaranteed by a bank or brokerage firm. Click here for a sample letter.