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Give online and support NEHGS.
Ted MacMahonDirector of DevelopmentNew England Historic Genealogical Society101 Newbury StreetBoston, MA firstname.lastname@example.org
Steven L. SolomonManager of Gift PlanningNew England Historic Genealogical Society101 Newbury StreetBoston, MA email@example.com
By contributing appreciated securities to NEHGS you can get two tax breaks: you can deduct the entire amount as a charitable donations and avoid paying the capital gains tax on the increased value from the time it was purchased. Stock or other publically traded securities may be transferred electronically or by mail. In either case, donors will be notified of the stock receipt by the Society. Your tax deduction will be based on the mean market value of the stock on the day of the shares transfer into the NEHGS account.
Please alert the NEHGS Development Office before transferring stock and send the Society either a copy of the broker’s instructions or a letter of intent including the number of shares and gift date transfer. Please note that due to confidentiality protocols, the NEHGS Development Office often has no way of knowing who sent the stock if we are not notified by either you or your broker. Prior to the stock transfer, please contact Ted MacMahon, Director of Development at NEHGS, at 617-226-1218 or firstname.lastname@example.org.
Stock may be sent electronically by your broker or trust advisor to Morgan Stanley Wealth Management. You may instruct your broker to “deliver free” with the following information:
The Society's contact at Morgan Stanley Wealth Management is Tom Bernazani (617-570-9257).
If you wish to send the actual certificate(s) by mail, please do the following: