Other Ways to Give

Other Ways to Give

Thank you for supporting the FWA!


There are several options for donating to the FWA including planned giving from your IRA, 401K, and more. Learn about the many ways you can support our mission below.


Please contact the FWA Office at [email protected] with any questions.


Click here for the FWA Donor Privacy Policy.

Matching Gifts


Many companies match employee donations. Please check with your personnel department to see whether you firm has a corporate gift matching policy that will enable your gift to go further. If so, please complete the matching gift process of your company.


Mailing address: FWA of New York, Inc. | 580 Fifth Avenue, Suite 820 | New York, NY 10036-4762.

The EIN of the FWA is 13-3092258. FWA is a 501c3 organization.


If more information is needed to complete the processing of matching your gift, please contact us.


Stock or Securities


Donating appreciated securities and stocks is a great way to give and can be very beneficial from a tax perspective. Many financial institutions/brokerages have tools to help you identify the best security selection that will give you the most tax benefit.


All Depository Trust Company-eligible free transactions should be directed to:


JPMorgan Chase Bank, N.A.

DTC Participant Number 0902

Credit Account Number - P72500

FFC Account Number - E84350009

FFC Account of - FWA OF NEW YORK, INC.

IRA Contributions


The Charitable IRA Rollover Law has been extended and made permanent. You are eligible to make a direct contribution from your IRA to a qualified charity at age 70 1/2. Donating directly to the FWA through your IRA is a great way to give and can reduce your ordinary income.

Contact your IRA Administrator or use your IRA check book to make a check to the FWA of New York, Inc.
and send it to: FWA of New York, Inc. | 580 Fifth Avenue, Suite 820 | New York, NY 10036-4762.

The EIN of the FWA is 13-3092258. FWA is a 501c3 organization.

1956 Circle™ - Planned Giving and Legacy Donation


Bequests


Bequests are an easy and popular way to leave money for a charitable organization. You may use the following language to name the FWA of New York, Inc. as a beneficiary in your will:


“I bequeath to the FWA of New York, Inc. (tax ID number 13-3092258*), a nonprofit corporation of the State of New York, having its principal offices at 580 Fifth Avenue, Suite 820, New York, NY 10036-4762, the sum of $_____________ (or otherwise describe the gift or specify a percentage of the estate) to be used by said corporation for its general purpose.”


Click here for additional examples of bequest language and for the 1956 Circle™ Planned Giving Form.


NOTE: It is best to seek legal counsel for further questions about bequests.


Life Insurance


Life insurance policies are often overlooked as assets and means of charitable support. There are two ways to donate life insurance:


  • Make the FWA of New York, Inc. the owner and beneficiary of a fully paid up new or existing policy. (NOTE: The value of the policy is determined by IRS rules.)


  • Make the FWA of New York, Inc. a beneficiary, but not the owner, of a new or existing policy.


  • Beneficiary Designations: Naming a charitable organization a beneficiary of an IRA, 401(k) or other retirement plan can provide tax advantages to an estate.


Certain planned giving and estate planning arrangements can provide efficient tax planning now and in the future. Please consult your financial professional.


This is not legal or tax advice. Please contact your accountant, lawyer or financial adviser as to your individual situation prior to taking any financial actions. If you have questions about where to send the money, please contact the FWA Office at [email protected].

In 1956, eight enterprising women were denied access to the Young Men’s Investment Association. With a commitment to each other, themselves and other women on Wall Street they founded the Young Women’s Investment Association, which became the Financial Women’s Association of New York.

Today our 800+ members — women and men — are dedicated to leaders from diverse backgrounds in financial services and other industries are committed to supporting each other, lifelong learning and career growth. We also identify, support and cultivate Next Gen leaders through high school mentoring and college readiness, mentorship, leadership development, internship support, professional coaching, scholarships and study abroad support.

Your contribution will provide our FWA Scholars opportunities to develop their knowledge, skills and self-confidence. You will be supporting diverse, emerging leaders grow their professional networks and business acumen. Our work fosters the establishment of open, inclusive cultures that increase collaboration, innovation and productivity at myriad businesses and other organizations.

Thank you for your valuable and generous support!

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