Gifts of Securities

Please inform the Office of Advancement before making a gift of securities so we can properly credit you for the donation.

Stock Held in Brokerage Account

Note: Stock can be wired to the Smithsonian; it is the safest and easiest method.

  • Contact Lindsey Pitman (202) 633-2610 (or PitmanL@si.edu), with the name of your broker, the name of the stock and the number of shares you would like to contribute.
  • Ask your broker to wire the stock to our broker, Folger Nolan Fleming Douglas, Inc.
  • The wire instructions are:

    DTC #0141
    First Clearing
    a/c 73273607
    Smithsonian Institution
    National Air and Space Museum

  • Please have your broker advise either Lindsey Pitman (202) 633-2610 (or PitmanL@si.edu) or the Smithsonian Institution’s Office of the Treasurer (202) 633-7145 of the date that the transfer was initiated, the name and number of shares of stock (or face value for bonds) and the name of the donor.

  • Gifts will be acknowledged as of the date received by the Smithsonian broker. Smithsonian’s Tax ID: 53-0206027.


Physical Delivery of Stock Certificate(s) to Smithsonian Account

The Smithsonian prefers that you do NOT re-register stock in the name of the Smithsonian.

  • Do not sign the certificate(s).
  • A stock power form is needed for each certificate [available from  the donor’s broker]. The stock power must be signed by the (all) owner(s) of the stock(s) as the name(s) appear on the certificate(s). The donor’s signature(s) must also be guaranteed by a national bank, trust company, or member of the New York Stock Exchange.
  • Together, the certificate and power constitute a negotiable instrument which can be cashed by anyone. FedEx (or hand deliver) the unsigned stock certificate(s) and the signed stock power(s) separately to the Smithsonian’s broker at the address shown below.
  • Please have your broker advise Lindsey Pitman (202) 633-2610 (or PitmanL@si.edu) or the Smithsonian Institution’s Office of the Treasurer (202) 633-7145 of the date that the transfer was initiated, the name and number of shares of stock (or face value of bonds) and the name of the donor.

 

Barbara Estridge
Smithsonian broker

Folger Nolan Fleming Douglas, Inc.
725 15th St NW
Washington, DC 20005-2109
(202) 626-5209

Lindsey Pitman
Office of Advancement
National Air and Space Museum
Ste 3700
MRC 321 PO Box 37012
Washington, DC 20013-7012
(202) 633-2610
(202) 633-8174 (fax)

Albert Lee
Office of the Treasurer
Smithsonian Institution
Victor 9400
MRC 906 PO Box 37012
Washington, DC 20013-7012
(202) 633-7145
(202) 275-0197 (fax)