- How to make a gift of stock
COMMUNITY FOUNDATION OF ORANGE COUNTY TRANSFER INSTRUCTIONS TO:
Hudson Valley Investment Advisors, Inc.
117 Grand Street, Suite 201
PO Box 268
Goshen, NY 10924
845.294.6127 (phone)
845.294.1438 (fax)
DELIVERY INSTRUCTIONS
Receiving Firm Name and Address:
Pershing LLC
One Pershing Plaza
Jersey City, NJ 07399
Tax ID Number: 13-2741729
All deliveries MUST include client name and Pershing Account Number. The client name is “Pershing Advisors Solutions / Community Foundation of Orange and Sullivan, Inc.” and the Pershing account number is J4E-003118.
All DTC – Eligible Securities:
Deliver to DTC Clearing 0443. All deliveries MUST include client name and Pershing Account Number. The client name is “Pershing Advisors Solutions, LLC / Community Foundation of Orange and Sullivan, Inc” and the Pershing account number is J4E-003118.
If you have any questions, please contact:
Melissa Mineau
Client Service Administrator
Hudson Valley Investment Advisors
PO Box 268
Goshen, NY 10924
845.294.6127
