Gifts of Stock

It’s easy to donate stocks, bonds and mutual fund shares to support the FSH Society, and it may provide you with significant tax benefits!  If you would like more information on gifts of stocks, bonds, or mutual funds, please contact the FSH Society office at (781) 301-6058 or email lisa.schimmel@fshsociety.org.

Gifts of $2,500 or more are acknowledged in the FSH Society Annual Donor Impact Report, unless you request anonymity.

How to Make a Gift of Stock
The following information will help you and/or your broker process the transaction. Thank you in advance for your generous support.

FSH Society’s Wells Fargo brokerage account information is as follows:
Patricia Mitchell
Sr. Registered Client Associate
Wells Fargo Advisors
26135 Carmel Rancho Blvd.
Bldg. E, Suite 200
Carmel, CA 93923
831-625-7477
patricia.mitchell@wellsfargoadvisors.com

Donors can transfer eligible securities to Wells Fargo through the Depository Trust Company (DTC). Donors should give their delivering brokerage firm the following instructions:
• Wells Fargo’s DTC number: 0141
• The Wells Fargo account number: 6497-7965
• The FSH Society’s Federal I.D.: 52-1762747

Please have your broker notify Lisa Schimmel, CFO at 781-301-6058 or lisa.schimmel@fshsociety.org prior to transfer. The broker should notify Lisa of the name of the stock, the number of shares, and your name.

Gift date and valuation are determined per IRS regulations. The official gift date is the date the shares arrive in the FSH Society account. The value of the stock is the average of the high and the low.