Before you begin the transfer process, please advise both our executive director, Sandra Divack Moss at exec@swfs.org, and our controller, Daniel Pensante, at accounting@swfs.org, of the number of shares and the name of the security. Our office will contact our First Republic representative to ensure that they will accept the transaction.

After our office has verified that First Republic will accept the transaction, please refer to these instructions:

1. Instruct your broker to transfer specific securities/shares to the Stephen Wise brokerage account at First Republic. Please send a copy of your instructions to Stephen Wise (Fax (212) 787-7108). Your broker may have specific forms or instructions, but you would likely need to specify the dollar value or number of shares to be transferred, as well as the name of the security.
2. The instructions should direct your broker to transfer the shares to the following account:
   Stephen Wise Free Synagogue
   First Republic Account # 33L075901; DTC # 0443/Pershing
   Phone number (212) 259-5030.
3. Please review the trade confirmation that you receive from your broker for accuracy.
4. Please confirm that the transfer has been made by e-mailing exec@swfs.org.

Note:  First Republic will liquidate the securities immediately for Stephen Wise and will transfer the net proceeds (after commission) to the synagogue’s account.  The office will credit your synagogue account for the gross proceeds that the Synagogue receives.  The synagogue will pay the commission for liquidation of the securities.

After the calendar year-end, you will receive a letter from the synagogue that will list your payments and donations for that year.  For marketable securities, the synagogue will list the name of the security, the number of shares received into our First Republic account and the date received.  You or your tax advisor may calculate the value of the securities transferred using an appropriate price on the date of transfer.