Gifts of Stock & Appreciated Securities
Provide your broker with the following information:
Account Number: Z70-862835
DTC Number: 0226
Once you have spoken to your broker, please contact Abigail Fischer, 617-532-0029 or email@example.com (email is preferred method of communication) with gift details.
Please provide the following information:
Full name of the Donor(s)
Name of the stock to be gifted
Number of shares
Designation of gift
Broker’s name, company, and contact number
All gifts of stock and appreciated securities must be received by Monday, December 31, 2018 to count toward a 2018 tax deduction.