It’s simple to give a gift of appreciated securities (stock) to the FBH Foundation! Just follow the steps outlined here. If you have any questions, call the Foundation at 585.388.2324.
- Complete and mail the Stock Donation Letter of Intention given below. Send one copy to your broker and one copy to FBH via email (Deb Howe Allen), fax 585.377.2620 or mail to:
FBH Foundation, 4646 Nine Mile Point Road, Fairport, NY 14450
Have your bank or broker notify Merrill Lynch, Steven Szublewski 585.383.5764.
Provide your bank or broker with the necessary information to transfer the securities:
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- DTC # 5198
- FBH Account # 427-74004
You will receive confirmation from the Foundation. When the Foundation’s brokerage firm receives the transfer request, they will send a stock confirmation form to the Foundation stating the value of the shares of stock delivered, the price at the time of sale and the final value of the gift for tax purposes. The Foundation will send you a gift acknowledgement which serves as verification and receipt for the securities transfer for your records.