Give Stocks

How to Make a Gift of Securities to Boston Medical Center

1. Wiring Share NOTE - FOR GIFTS OF STOCK ONLY - FOR CASH WIRE INSTRUCTIONS, PLEASE CALL DENISE AT 617-414-5567

It is important that we are notified prior to every stock transfer, in order for us to accurately identify, allocate and acknowledge your gift. The broker or donor should send a letter to the Development Office listing the date of the transfer, the amount and the purpose of the contribution. Without this information, there will be a delay in crediting the appropriate program and acknowledging the donor.

Wire Instructions:

Morgan Stanley Smith Barney - Broker
DTC # 015
Agent ID: 26976
Institutional ID: 26976
BMC Account: 798-132534-139
BMC Tax ID 04-331-4093

Contact:
William Dean
First Vice President
Phone: 617.570.9050
Fax: 617.570.9458

Please contact the Office of Development to let us know about your gift:

Call:     617.414.5567
Email:  Denise.Stephens@bmc.org

Mail:
Norman Stein
Vice President of Development
Boston Medical Center
801 Massachusetts Avenue, 1st Floor
Boston, MA 02118

2. Certificate in Donor's Name  

Mail or Deliver the unendorsed certificate to:

Denise Stephens
Gift Coordinator
Boston Medical Center
801 Massachusetts Avenue, 1st Floor
Boston, MA 02118
Phone: 617.414.5567
Fax: 617.638.8983

Enclose a letter outlining purpose of gift and the date of mailing. Under separate cover, mail or deliver a signed stock power (do not complete top section).

3. Certificate in Name of Boston Medical Center

Same as above--no stock power needed.

Please note that the gift value is determined by the mean value of the stock on the date of transfer.

The gift date is determined once the shares are irrevocable and in Boston Medical Center’s name.

 

© 2013 Boston Medical Center
Office of Development
801 Massachusetts Avenue, 1st Floor, Boston, MA 02118

P.617.638.8990  
 
F.617.638.8983  
 

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