Stocks, mutual funds, bonds, or any other publicly traded securities can be transferred as gifts.
Friends of the Children-Boston
184 Dudley Street, Suite 100
Boston, MA 02119
Schwab is the fiduciary broker for the account through Birch Hill Investment Advisors, LLC
Birch Hill Investment Advisors
Joanne Powers, Associate
One International Place, Suite 770
Boston, MA 02110
Phone: (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.