Albany – New York Capital Region

To quickly and conveniently donate securities, contact your brokerage firm or financial adviser and:

1. Determine the amount of securities you’d like to donate.
2. Provide your broker with the routing information listed below.
3. Contact CompassCare for a donation receipt. Brokerage firms do not include the name of the donor when transferring securities.

Brokerage firm: TD Ameritrade
Account name: Crisis Pregnancy Service, Inc. dba CompassCare Pregnancy Services
Account number: 240396226
DTC number: 188
Federal Tax ID number: 16-1157181

The gift must be directly routed from your Individual Retirement Account (IRA) to CompassCare. This unique gift structure also allows you to satisfy the Required Minimum Distribution (RMD) without claiming it as income.

How it works:

• You must be 72 or older at the time the gift is made.
• Request a direct transfer of funds from your IRA plan custodian to CompassCare to qualify as a tax-free gift.
• Provide your plan custodian with the following routing information:
  • Account Name: Crisis Pregnancy Service, Inc. dba CompassCare Pregnancy Services
  • Nonprofit Tax ID Number: 16-1157181
• Funds held in other plans such as a 401(k) or 403(b) plan are not eligible but may be rolled over to a standard IRA and then be used for a tax-free gift to charity.
• Plan custodians do not always identify the donor, so please notify CompassCare when you donate.

A planned gift gives you the opportunity to:

Provide support for yourself and your loved ones during and after your lifetime.
Ensure that there will always be a place for women facing unplanned pregnancy to receive ethical medical services and save their babies.
Reduce income taxes, capital gains taxes, and estate taxes

You can contact Tom Cribbs for more information or visit CompassCare’s Planned Giving Page.