You can donate shares of stocks or mutual funds to Chautauqua Institution or Chautauqua Foundation. Please notify the Office of Advancement at (716) 357-6404 before you initiate the transfer of your stock gift. It is our only way of identifying who the gift is from and we would like to thank you!

Stock Gifts

Please use the following instructions for any stock gifts you would like to make to the annual Chautauqua Fund, or for gifts to Chautauqua Foundation's endowment.

Muriel Siebert & Co., Inc.
Jersey City Office
111 Town Square Place, Suite 310
Jersey City, NJ 07310 

1-800-872-0444
Fax: 201-239-5749

DTC #0226 
Chautauqua Foundation account CXT-369330 
Federal ID #16-6028421

Mutual Funds

While the process of gifting stock is easily done, gifting mutual fund shares requires additional administrative effort on the part of the donor and the Foundation. We recommend advanced preparation when the timing of a gift is critical. Typically you will have to provide the mutual fund written instructions to make the transfer (although requirements may vary among mutual fund sponsors). This letter requires the signature of all account owner(s) and will have to be guaranteed by a bank or brokerage firm. Click here for a sample letter.

Capital Gifts

If you would like to make a gift of securities towards a capital gift to Chautauqua Institution, please contact the Office of Advancement at (716) 357-6404 and notify the organization when you initiate the transfer of the securities; it is our only way of identifying who the gift is from and we would like to thank you!