STOCKS AND BONDS

How to Donate Appreciated Assets to Polish American Association

Please refer to the following instructions to ensure a smooth process in the transfer of Stocks and Bonds to the Polish American Accociation.

Our Account Details:

We are registered with Wayne Hummer Investments, LLC

Name on the Account: Polish American Association

Account Number:  48162820

DTC Number:  0141

When you contact your broker and wish to make a transfer of stocks and bonds, please give them the above account details.

The above details are for appreciated assets donated to Polish American Association.

Refer to your broker for any documents which your institution may require to complete the transaction.

If your depository is on the DTC system, you will be able to transfer appreciated assets such as stocks and bonds.

Once you complete your transaction with your broker, please notify Polish American Association immediately by email at:

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with the securities information, ID code and how many shares you have donated. This way, we will be better able to settle your donation speedily and ensure accurate tracking as well as timely confirmation of transfer.

Upon selling the appreciated assets, you will receive a receipt for the value of the donation for your tax records.

If you have any questions, please feel free to call Magdalena Dolas, PAA Executive Director at 773 427 6304.

Thank you.