Transferring Stock

If you would like to make a gift of stock to the St. Louis Psychoanalytic Institute, this is how you do so:

  • Notify your broker of your intended gift by transfer and have them contact Madeline Stroder, Annual Giving Officer, by phone at 314-361-7075 ext. 326 or by email at madelinestroder@stlpi.org
  • Direct transfer information:
    • Deliver to DTC #2170
    • Commerce Bank NA ID #26447 (or affirming Inst. #)
    • Commerce Bank NA Agent Bank #26388
    • St. Louis Psychoanalytic Institute Agent #75-0140-04-8

The date of the gift is the date the shares leave your possession, which may be the same day the shares are received into the St. Louis Psychoanalytic Institute account. The value of the gift will be the average of the high and low process on the date of the gift. You will receive written confirmation of the value and date of your gift for income tax purposes.

Matching Gifts

matchingMany companies will match your donation to a not-for-profit corporation as a way of participating in philanthropy in the community. Be sure to check your employer’s policy on matching charitable gifts! Here are just a few companies who have matching gift policies:

matching gifts (2)

 

 

 

 

 

 

Planned Gifts

Planned gifts play a crucial role in the continued progress and sustainability of the Institute, and make a long-lasting impact on mental health in our community. Planned gifts can be made now or deferred to a later time, and can include bequests through a will, retirement plan assets, and charitable trusts. The thoughtful process of arranging planned gifts to the Institute focuses your philanthropic goals and maximizes your tax savings and estate-planning benefits. Planned gifts are simple and affordable opportunities to make a lasting impact on mental health in the St. Louis community.

In 2002, the Institute established the Legacy Alliance to honor the inspiring generosity and vision of donors who make planned gifts. We are very grateful to the following members of the Legacy Alliance:

Anonymous
Howard F. Baer
Mr. & Mrs. Arnold Block
Dorothy A. Brockhoff
Mr. Ian Cramer
Mr. John M. Drescher, Jr.
Dorothy Dubinsky
Beatrice Edison
Ilene Edison
Lourdes Henares-Levy, MD
Barbara Lubin
Mrs. Robert Niekamp
Betsy O’Herin
Diane Rankin, MD
Ms. Ann Repetto
Susan and Ben Uchitelle

The specific legal bequest language for the St. Louis Psychoanalytic Institute is:

“I give and bequeath to the Board of Directors of the St. Louis Psychoanalytic Institute, a not-for-profit, tax-exempt organization, having as its principal address, 8820 Ladue Road, 3rd Floor, St. Louis, MO 63124, (specific dollar amount or percentage) to be used for the Institute’s general purposes as determined by the Board of Directors.”

If you wish to restrict your gift, we ask that you add the following language to your will to ensure that we are able to pursue the opportunities of evolving priorities:

“If at some time, in the judgment of the Board of Directors of the St. Louis Psychoanalytic Institute, it is no longer practical to use the income or principal of this bequest for the purposes intended, the Board may use the income or principal for whatever it deems necessary and most closely in accord with the intent described herein.”