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
Gifts of Stock
One of the most advantageous ways to contribute to NEV is through a gift of stock. Read below for important information and for a link to instructions.
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.
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.
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.
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