Gift of Stock/ Securities
Thank you for considering making a gift of stock/ securities to the Society.
To make a gift of stock to the Wellesley Historical Society, please use the following information:
405 Cochituate Road
Framingham, MA 01701-9837
Robert Todisco, Relationship Manager: 508-875-1637 x 59645
DTC Number 0226
FBO Wellesley Historical Society
Kindly provide details of the transfer (Stock name, quantity).
When preparing to make the gift of stock/ securities, please notify Amanda Fisher, Executive Director, at firstname.lastname@example.org and 781-235-6690, and provide the following information:
Full name of the donor(s)
Name of the security being gifted
Number of shares
Date of transfer
Name and telephone number of the broker