Edgemoor Leadership Foundation is a 501(c)(3) non-profit organization. Contributions to ELF are tax-deductible to the extent permitted by law.
Check
Please make checks payable to “Edgemoor Leadership Foundation” and send them to
Edgemoor Leadership Foundation
155 Sea Anchor Drive
Osprey, FL 34229
ACH/EFT Bank Transfer
Please use the following information to set up direct transfers your bank, or other kinds of electronic funds transfer.
| Institution | Fidelity Investments |
|---|---|
| ABA Routing Number | 101205681 |
| Account Number | 39900000770435562 |
Debit/Credit Card or PayPal
Due to payment card processing fees, you will maximize your gift with a check or direct transfer rather than using a credit card. For the convenience of our donors, however, we have provided an online gateway through PayPal. Please contact Greg McElroy by calling 1-914-582-6466 for processing.
Securities
You can fulfill your pledge and avoid capital gains tax by contributing appreciated stock directly to ELF. Unless there is no alternative, it is highly recommended for security purposes that donated stock not be issued in the “street name”, but rather transferred by wire via a broker or other custodial agent. Assuming that is the method that will be used, the information below should be all that is required to transfer stock. Once this is done, we would appreciate receiving a copy of the Letter of Instruction. That information allows us to value the stock for the donor’s tax-deductible value.
| Name of our brokerage firm | Fidelity Investments P.O. Box 770001 Cincinnati, OH 45277-0003 |
|---|---|
| DTC Transfer # | 0226 |
| Phone # of Fidelity | 800-544-6666 |
| Name of Organizational Account | Edgemoor Leadership Foundation |
| Account Type | Corporate Account |
| Account # | Z70-435562 |
| Organizational Tax ID # | 45-3304761 |
| Other Documents Required | Letter of Instruction from you specifying the number of shares, the name and symbol of the stock to be transferred and specifying Edgemoor Leadership Foundation with the account number noted above. |
For Assistance
If you or your broker need any assistance, please call Jim Morrill '84, Treasurer of Edgemoor Leadership Foundation (518-458-2195, ext. 3196).
Your generosity (or of the donor you may represent as transfer agent) is greatly appreciated.