Brokerage Account

SOFO’S NEW BROKERAGE ACCOUNT WITH HSBC BANK USA

We are very happy to announce that The South Fork Natural History Museum (SOFO) has opened a brokerage account with HSBC Bank USA to facilitate contributions of appreciated securities for donors interested in receiving special tax advantages not applicable with cash donations while supporting our environmental efforts.

With changing tax laws, we recommend that our donors consult with their financial advisors to see how appreciated stock donations will benefit them and their families.

As always, SOFO is extremely appreciative of your ongoing support. Your involvement makes a great difference as we strive to inspire everyone to become engaged and responsible caretakers of our planet now and for generations to come.

 

Here is the information necessary for your stock transfer:

HSBC Account Name: SOUTH FORK NATURAL HISTORY SOCIETY

Account Number: JB2023006

DTCC #: 0443

 

HSBC Contact: margin.hsbc.brokerage@us.hsbc.com

SOFO Contact:  daceti@sofo.org or fquevedo@sofo.org. Please ask your broker

to notify us of the stock transfer so we can process it at our end and send you proper documentation including your tax recognition letter.

Thank you for your ongoing support!

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