Donate Securities
Thank you for your interest in donating securities to Big Sister Boston. Please review the following instructions for making your donation to ensure that your gift is efficiently put to work helping girls throughout Greater Boston. You may either notify Big Sister directly of your donation, or send us a copy of the instructions you send to your broker or agent.
It is very important that Big Sister be notified of your donation. Notification ensures that we will properly acknowledge your gift. Please include the following information in your transmittal letter:
- Your full name and mailing address
- Description of the security (company name, type, and class of security). Example: General Motors common stock, Class H
- Quantity (number of shares of stock, number of shares or dollar value of mutual funds, face value of bonds)
- Purpose of donation. Examples: “charitable contribution for unrestricted use” or “donation to support girls in Dorchester”
Reference to Big Sister Boston’s Account No. Y03-059579 at Fidelity Investments. Correspondence to Big Sister Boston, or copies of correspondence to your broker or agent, should be sent to:
Big Sister Association of Greater Boston, Inc.
20 Park Plaza, Suite 1420
Boston, MA 02115
Attn: Annissa Essaibi George
DTC Eligible Securities
Instruct your broker or agent to transfer securities to:
DTC #0226
National Financial Services Corp.
FBO Big Sister Association of Greater Boston, Inc.
At Fidelity Investments
Account No. Y03-059579
Other Securities Transferred through Your Broker or Agent
Instruct your broker or agent to transfer securities to:
Fidelity Investments
Fidelity Brokerage Services Inc./Branch 101
82 Devonshire Street
Boston, MA 02109
Physical Certificate Registered in Donor's Name
Send certificate and separate, signed stock power with signature guaranteed by your bank, each in different envelopes with copies of your letter of transmittal, to:
Fidelity Investments
Fidelity Brokerage Services Inc./Branch 101
82 Devonshire Street
Boston, MA 02109
If you or your broker have any questions, please call 617.236.8079.