Wellesley Historical Society

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: 

Fidelity Investments
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 director@wellesleyhistoricalsociety.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
Intended uses
Name and telephone number of the broker

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