Cash

To establish a new fund: You may use cash to establish a new fund or to add to existing funds. The minimum amount needed to establish a Donor-Advised Fund is $5,000. If you would like to set up a new Donor-Advised Fund, please contact Donna Banks, director of donor relations, or Laura Rossi, executive director, for a Fund Agreement.

 

To contribute to an existing fund, please follow the instructions below:

 

 CASH GIFTS BY CHECK

 

Make checks payable to “Community Funds, Inc.” Write the fund name and number in the memo line

Mail to:

 

JPMorgan Chase -- Lockbox Processing

Attn: Community Funds Inc. and 22472

4 Chase Metrotech Center

7th Floor East

Brooklyn, NY 11245

Contact: Jannette Andaluz, Financial Administrator

              Email: [email protected]

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CASH GIFTS BY WIRE

 

         Step 1: Ask your bank to make the transfer to: 

JPMorgan Chase Bank
383 Madison Avenue, New York, NY 10179
ABA No. 021 000 021
Account Name: Community Funds, Inc.
Account Number: 134 757 998

Please reference the fund name and fund number.

 

Step 2: Notify us of your gift. Let us know the amount and date you are planning to transfer so we can  make sure it is received and properly credited. We have no way of matching you with your gift unless you notify us. 

 

Contact: Jannette Andaluz, Financial Administrator

              Email: [email protected]

 

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CREDIT CARD

Visit our secure CharityWeb site at:

https://ssl.charityweb.net/nycommunitytrust

Contact: Jannette Andaluz, Financial Administrator

              Email: [email protected]

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DTC TRANSFERS OF SECURITIES

Most stock gifts can be delivered to our brokerage account through DTC. If you are uncertain whether your gift is eligible for DTC, please contact your broker or custodian bank.

 

Step 1: Ask your broker or custodian bank to deliver the shares to: 

Pershing LLC, DTC # 0443
Account Number: N7M100327
Account Name: Community Funds, Inc. 

 

Step 2: Notify us of the details of your gift:

  • Name of the security and number of shares

  • Fund name and number to receive the gift

  • Name of the broker or bank and contact person at the institution

DTC identifies only the sending institution. We have no way of matching you with your gift unless you notify us.

Contact: Raymond Salibur, Sr. Investment Administrator

              Email: rps[email protected]

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OTHER SECURITIES

The following gifts require special instructions and may require special handling: mutual fund shares, stock certificates, bonds, or securities in dividend reinvestment plans.

 

Contact: Raymond Salibur, Sr. Investment Administrator

              Email: [email protected]

 

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UNUSUAL GIFTS

For more about unusual gifts, such as closely held stock, partnership interests, real estate, and art, please contact:

Jane Wilson, General Counsel

Email: [email protected]

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MATCHING GIFTS

Remember to check if your employer has a matching gift program. Some also match gifts from spouses/retirees. Let us know if you expect your gift to be matched. 

Contact: Jannette Andaluz, Financial Administrator

Email: [email protected]

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Convert a Private Foundation
 

If you are feeling burdened from administrative regulations, family disagreements, or succession planning in your private foundation, consider converting your foundation to a fund at the Westchester Community Foundation. We will work with you to create a fund that best fits your circumstances and maximizes the level of control and help you would like with your grantmaking. Please contact Laura Rossi,executive director, at [email protected], or Donna Banks, director of donor relations & communications, at [email protected] to discuss possible options.

 

Professional advisors may be interested in reading more about the topic in

our Professional Notes publication.

 

 

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Contact Us

210 North Central Avenue

Suite 310

Hartsdale, NY 10530

 

P: (914) 948 - 5166

F: (914) 948 - 5197

[email protected]

 

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