Making a gift of securities is simple and offers a number of valuable financial benefits:

• You can donate appreciated stocks, bonds or mutual funds
   
• The total value of the stock upon transfer is tax-deductible

There is no obligation to pay any capital gains taxes on the appreciation

If you wish to donate stock or are acting on behalf of a donor who plans to contribute securities: Click here for printable instructions on donating gifts of stock to NEV  
   or call (781) 293-5461 x107 and speak with Dolores Rezendes in the Development office.

Please note:

• Be sure to complete both steps in full so that your/your client's stock gift will be properly credited and acknowledged. Stock donations transferred directly to our broker arrive in our account with no donor information, therefore it is essential that you provide us with your/your client's name and address as well as the type of stock, number of shares, and expected date of transfer. If you are prepared to provide this information now, please click here to complete the stock gift notification form. When you complete the form, you will automatically receive the 2-step stock instructions via e-mail.
   
• Receipts for stock gifts (provided that we have the donor's contact information) are generally sent in the first week of the month following the month in which the stock transfer took place.

Many mutual funds cannot be transferred directly into our account. If you wish to make a gift of mutual funds, please call (781) 293-5461 x107 and speak with Dolores Rezendes in the Development office.