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Instructions for Donations of Stock to
New England Village, Inc. (NEV)
Below you will find two step instructions for
contributing a gift of stock to NEV.
(Should you also require the details for donating mutual funds,
please let us know.)
Step
1: Complete Transfer
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If the
shares are held at a securities firm or other brokerage
account:
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Instruct
institution where securities are held to transfer the shares
to New England Village's account at The Vanguard Group.
Account # 46V311752
DTC # 0443
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Instruct
broker to enter your name, as well as any other information
that will help us identify the donation as coming from you
(such as your account number, phone number, address, and/or
broker information), into the “Text Comment” field of the
DTC screen.
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Your
institution may require a written Letter of Authorization.
See sample below.
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If
certificates/shares are in your physical possession:
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You must
send us a Letter of Authorization.
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The
signature of the person(s) named on the certificate(s) must
be either on the back of the certificate(s) or on a Stock
Power Form.
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NEV's
Vanguard Asset Management and Trust Services account number
(#46V311752) should be written on the face of the
certificate(s).
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These
above named items: Letter of Authorization, Certificate(s),
and Stock Power Form (if applicable) should be sent by a
tracked mail system (i.e. Federal Express or Registered
Mail) to the following address:
The Vanguard Group
c/o James Gorman, T21
P.O.
Box 709
Valley Forge, PA 19482
- If you have any questions you may call
James Gorman at Vanguard Asset Management and Trust Services
at (800) 567-5163 ext.10267.
Step
2: Notify NEV of Transfer
In order for NEV to properly acknowledge
your gift, you will need to contact Dolores Rezendes by mail,
phone, e-mail, or fax to provide NEV with the following:
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Date of stock transfer
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Number of shares
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Name of stock
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Correct spelling of your name
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Your complete mailing address
Dolores
Rezendes can be reached at:
Dolores
Rezendes, Director of Development
New England Village
664 School Street
Pembroke, MA 02359
Tel: (781) 293-5461 ext. 107
Fax: (781) 294-8385
Email:
drezendes@newenglandvillage.org
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Sample Letter of Authorization
[Current
Date]
To Whom
It May Concern:
I am
making a donation of the following securities to New England
Village, Inc. (NEV). Please transfer them to account #46V311752
at The Vanguard Group.
______
shares of _________________________________________ stock.
So that
New England Village is able to identify these shares as my
donation to their organization and thus acknowledge me for this
gift, I ask that you please enter my name, account number, phone
number, address, and/or broker information into the "Text
Comment" field of the DTC screen.
Thank you
for your attention to this matter. Please call me with any
questions or problems.
Sincerely,
[Name of donor]
[Donor phone number] |
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