The easiest way to make a gift of appreciated stock is to contact your broker and electronically transfer the stock from your account to the SPN account at Fidelity. Should you wish to send paper stock, please contact us directly for instructions.
- Call Betsy Thraves at 703-352-4910 or by email at email@example.com to let us know that you would like to make a gift of stock.
- Please let us know your name, your phone number, the name of the security you wish to donate and the number of shares.
- Provide your broker with the information below and ask your broker to transfer the shares directly to our account.
Fidelity Account Number: 670-668036
DTC Number: 0226
National Financial Services LLC
100 Crosby Parkway
Covington, KY 41015