Published on Facing History and Ourselves (http://www.facinghistory.org)
Gifts of Stock

Stock donations can be accepted via two modes of delivery: electronic delivery of shares or delivery of shares by US Mail. Electronic delivery of stock shares is more secure, expedient, and cost efficient than delivery by US Mail. To help facilitate a stock donation, please refer to the following instructions.
The donor or the transferring broker must provide the following information for audit and acknowledgement purposes, regardless of the method of delivery:

  • Donor's name and complete address
  • Name and number of securities transferred

Please communicate this information at the time of transfer via email [1] or fax to the Development Office at (617) 232-0281 so that we know to expect your stock transfer.

To transfer stock electronically, please call Bear Stearns Securities, Facing History's brokerage, on (800) 926-7290 or +1 212-272-4081 and provide the account number and the DTC number.

Account #038-60520-1-3R47
DTC #0352

Their surface mail address is
Bear Stearns Securities
383 Madison Avenue
New York, NY 10179

Facing History's Tax ID 04-2761636

To transfer stock by US Mail, please mail your unendorsed certificate(s) and stock power form, by registered mail, to:

Facing History and Ourselves
ATTN: Finance Office
16 Hurd Road
Brookline, MA 02445

If you have questions, please contact the Development Office on (617) 232-1595 or by email [2]. Thank you very much for your interest in supporting the work of Facing History! A gift of appreciated securities is a benefit to us both.

Source URL: http://www.facinghistory.org/node/588

Links:
[1] mailto:pamela_hurd@facing.org
[2] mailto:pamela_hurd@facing.org