Donate Securities

Thank you for your interest in donating securities to Big Sister Boston. Please review the following instructions for making your donation to ensure that your gift is efficiently put to work helping girls throughout Greater Boston. You may either notify Big Sister directly of your donation, or send us a copy of the instructions you send to your broker or agent.  

It is very important that Big Sister be notified of your donation. Notification ensures that we will properly acknowledge your gift.  Please include the following information in your transmittal letter: 

  • Your full name and mailing address
  • Description of the security (company name, type, and class of security). Example: General Motors common stock, Class H
  • Quantity (number of shares of stock, number of shares or dollar value of mutual funds, face value of bonds)
  • Purpose of donation. Examples: “charitable contribution for unrestricted use” or “donation to support girls in Dorchester”

Reference to Big Sister Boston’s Account No. Y03-059579 at Fidelity Investments. Correspondence to Big Sister Boston, or copies of correspondence to your broker or agent, should be sent to:

                              Big Sister Association of Greater Boston, Inc.
                              20 Park Plaza, Suite 1420
                              Boston, MA 02115
                              Attn: Deb Re

DTC Eligible Securities

Instruct your broker or agent to transfer securities to:

                              DTC #226
                              National Financial Services Corp.
                              FBO Big Sister Association of Greater Boston, Inc.
                              At Fidelity Investments
                              Account No. Y03-059579

Other Securities Transferred through Your Broker or Agent

Instruct your broker or agent to transfer securities to:

                              Fidelity Investments
                              Fidelity Brokerage Services Inc./Branch 101
                              82 Devonshire Street
                              Boston, MA 02109

Physical Certificate Registered in Donor's Name

Send certificate and separate, signed stock power with signature guaranteed by your bank, each in different envelopes with copies of your letter of transmittal, to:

                              Fidelity Investments
                              Fidelity Brokerage Services Inc./Branch 101
                              82 Devonshire Street
                              Boston, MA 02109

If you or your broker have any questions, please call 617.236.8079.