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Ways to Give

Boston 2

Stock Gift

Stocks, mutual funds, bonds, or any other publicly traded securities can be transferred as gifts.

The advantages of making a gift of stock

How to make a gift of stock

To arrange a stock transfer, please contact:

Stacy DellOrfano
Friends of the Children-Boston
184 Dudley Street, Suite 100
Boston, MA 02119
Phone: 617-983-6382

Shares may be transferred electronically to:

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.

Are you a financial advisor?

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.