Closeup of detailed wood carving

Gifting Stock to First Parish

Instructions & Process

1.  Submit a commitment card for the 2021 Stewardship Campaign to indicate your desire to donate stock.

2.  If you use a non-Vanguard broker: Use the following draft letter to instruct your broker to send stock to the First Parish account in order to make a stock contribution. Please make sure you send a copy to: admin [at] firstparishweston.org.


Your letterhead and date

Your Broker’s address

Dear Broker:

I wish to make a charitable contribution today of (number) of shares of (Name of Company) common stock from my account with you, (account number). This contribution is for (state purpose such as Stewardship 2021, endowment, etc.). Please transfer the shares via DTC to the account of Vanguard Brokerage Services, DTC #0062. The shares should be credited to the account of The First Parish Church in Weston, account number #85712246.

Sincerely,

Your Name

Cc: Parish Administrator
The First Parish Church in Weston
349 Boston Post Rd.Weston, MA 02493


3.  If you use Vanguard Brokerage Services, there is a form on their website to transfer stock from your account to the First Parish account.