Asset Transfer Information

Merrill Lynch Account#: 749-07V77
DTC#: 5198
BROKER:
Jim O’Sullivan
Vice President, Financial Advisor
Merrill Lynch
Private Client Group
Suite 700
1850 K Street, NW
Washington, DC 20006
Phone: 202-659-6151
Fax: 202-659-6126

AICR IRS Tax Exempt Number: 52-1238026

Download a form to facilitate a Stock or Bond Gift in PDF.

For additional information, please contact:

Ann Wrenshall Worley
Assistant Director of Planned Giving
1560 Wilson Boulevard, Suite 1000,
Arlington, VA 22209
Phone: 1-800-843-8114x216 or 202-328-7744
Fax: 202-328-7226

Gift Calculator

Calculate planned gift options to find the solution that matches your intentions.

 

Charitable Giving
Tax Service Online

CGTS-Online covers every aspect of lifetime contributions, charitable bequests, charitable remainder trusts, gift annuities, pooled income funds, charitable lead trusts and much more.

To register for this extremely useful tool, just click on CGTS-Online.

 

AICR's OFFICE OF
GIFT PLANNING

We are ready to work with you or your financial advisor. Our staff can provide detailed information about the various types of planned gifts, and will work with you to help create the planned gift that works for you.

To reach an AICR Gift Planning staff person, send an e-mail to gifts@aicr.org or call:

1-800-843-8114
9 a.m. to 5 p.m. ET, Monday to Friday