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Massachusetts Eye and Ear
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How To Make A Gift Of Stock

Phone number forDevelopment Office
  1. If your broker holds a stock, you can instruct them to transfer the stock to Mass. Eye and Ear's account at:

    Morgan Stanley Smith Barney
    Exchange Place
    53 State Street, 39th Floor
    Boston, MA 02109

    Account name: Massachusetts Eye and Ear
    Account number: 625-825890-728
    DTC Number: 0015

    Attention: The DuBilo Hill Group, Tel: 617-589-3239
    Tax ID #: 04 – 2785453

    *** Please notify the Development Office with information regarding your pending stock gift. We want to credit you for your generous gift!

  2. If you wish to mail the stock certificate to Mass. Eye and Ear, please send the unendorsed certificate in one envelope, along with a signed letter giving the Mass. Eye and Ear Permission to deposit your gift of stock to our account, and send the stock power, signed, but otherwise blank, in a separate envelope to:

    Massachusetts Eye and Ear
    Attention: Development Office
    243 Charles Street
    Boston, MA 02114

  3. If you wish to personally deliver a stock certificate, the Development office is located at:
     
    465 Medford Street, 3rd Floor
    Charlestown, MA 02129.

    You will need to have the unendorsed stock certificate with you and can sign a stock power at our office.

  4. If you prefer to have a stock sold by a broker of your own choosing, we will be glad to contact your broker with instructions. However, if you chose to sell your stock and give the proceeds to Mass. Eye and Ear, you may be subject to capital gains tax.

  5. If you wish to designate your gift to a specific area of interest, please send us correspondence detailing your instructions or fill out a Designation Form. In order to assure the timely transfer of stock, you or your broker should contact:

    Vancia Logan
    Manager, Gift Processing and Acknowledging
    P: 617-573-4312
    F: 617-573-3444