Stocks, mutual funds, bonds, or any other publicly traded securities can be transferred as gifts.
Stacy DellOrfanoFriends of the Children-Boston184 Dudley Street, Suite 100Boston, MA 02119Phone: 617-983-6382Email: email@example.com
Schwab is the fiduciary broker for the account through Birch Hill Investment Advisors, LLC
Birch Hill Investment AdvisorsJoanne Powers, AssociateOne International Place, Suite 770Boston, MA 02110Email: firstname.lastname@example.orgPhone: (617) 502-8306
Always consult with your tax advisor for specific tax information when giving securities, as certain limitations to deductions may apply.
If your clients are looking to make a gift of stock, please note Friends of the Children-Boston's tax ID number is 20-1581289. Please see our Resources for Advisors for more information.