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Donate Stocks

Please note that the Pundarika Fidelity account number has changed as of 1/5/24 for stock donations. More information is noted below.

Gifting individual securities, such as stocks and bonds, with a gain in value known as low cost basis securities is an excellent way to give to a charity like the Pundarika Foundation and gives the donor some of the largest tax benefits available.

Domestic (U.S.) stock transfers can be accepted as charitable donations by Pundarika. Your broker or financial advisor can wire the stock directly to:  

Pundarika Foundation
Account managed by Bartlett Wealth Management
Delivery instructions – Fidelity Investments
 
Incoming Wire
Wire to: J.P Morgan Chase Bank, NY
Address: One Chase Manhattan Plaza, New York City, NY 10005
 
ABA Number (routing number): 021000021
For credit to: National Financial Services, LLC
Account number: 066196-221
For benefit of: Pundarika Foundation
For Further Credit: 637-029583
SWIFT Code: CHASUS33 (International wires)
 
Securities
Fidelity (NFS) DTC # 226
Customer Name: Pundarika Foundation    
Customer Account #: 637-029583
Account Type: Corporation
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