A Gift of Stocks or Bonds
Your charitable gift helps others while providing an opportunity for tax savings.
How to Make a Gift of Stocks or Bonds
There are several ways to make a gift of securities.
- With Certificate: If you have the actual certificate, you can mail the unendorsed certificate and a signed stock power (in separate envelopes) to NOFA/Mass Planned Giving, PO Box 60043 Florence, MA 01062. The gift date is determined by the postmarks on the envelopes. Most financial institutions can provide stock powers, or, if you prefer, we will send one to you.
- Electronic Transfer: The fastest and easiest way to make a stock gift is to have your broker perform an electronic transfer. They will need the following information:
DTC #: 0756
Account Name: NOFA Mass Chapter
Account #: 26682307
Firm: Ameriprise Financial Services
Contact : Marianne Sheppard
Phone: 781-556-0057
Email: [email protected]
Important: Please be certain to notify us when you’ve made a gift of securities.
Please notify:
Development Department
NOFA/Mass
PO Box 60043
Florence, MA 01062
[email protected]
(413) 200-2858
Tax ID Number: 22-2987723
Click here for a copy of NOFA/Mass’s 501(c)(3) determination letter.