Stock Transfer Instructions

All gifts to Joseph Slifka Center are tax deductible, 501c3 #06 1257354.

Less than one-half of our operating expenses are covered by our endowment income, therefore we must rely on our Annual Fund campaign to cover the rest.  Current Use (Annual Fund) gifts are applied to our most pressing needs, but do not receive Yale University Credit.  If you would like to receive Yale University Credit, please direct your donation to our Unrestricted Endowment.

Both Current Use and Endowment gifts may be made in memory or in honor of a loved one or special occasion.  If your gift is being made in honor of or in memory of someone, please tell us when asked for “additional comments” online, or indicate with your mailed check or on the phone.

Have your stockbroker transfer the stock via DTC to Wells Fargo Advisors, LLC, DTC #0141.

Please reference the following account name and number:
Joseph Slifka Center for Jewish Life at Yale
#45793544

Send to the attention of Fay Sheppard. If you have any questions, Fay may be reached at telephone number (203) 865-1161 or 1-800-332-2774.

If your stock is not eligible for DTC transfer, please call Fay Sheppard to arrange for physical delivery.

Send to:
Fay Sheppard
Associate Vice President-Investments
Wells Fargo Advisors, Private Client Group
9 Washington Ave
Hamden, CT 06518
Phone: 203-867-4211 or 800-332-2774; Fax 203-281-6108
Fay.Sheppard@wfadvisors.com
Account Name: Joseph Slifka Center for Jewish Life at Yale
Account Number: 45793544

Please notify Slifka Center of your stock transfer so that we may appropriately credit and acknowledge your generosity. Please indicate the name of the stock (e.g. General Motors), and the designation of your gift (annual fund, endowment, etc.).

Joseph Slifka Center for Jewish Life at Yale
80 Wall Street
New Haven, CT 06510
(203) 432-4084
attn: Colin Weil, Director of Development

For more info contact Colin Weil at colin.weil@yale.edu