Donate stock or securities
A donation of appreciated stock, bonds, or mutual funds can be a great way to gain a tax advantage because the gift is deductible at its current value rather than its original cost to you. We encourage you to consult with your financial advisor to better understand the tax benefits of your gift.
Simply contact your financial institution and request the shares be transferred directly to the Historical Society of Cheshire County’s account at Charter Trust Company. You will need the following information:
Financial institution: SEI Private Trust Co.
DTC #: 2663
Account #: 8000006003
Account name: Historical Society of Cheshire County
The Historical Society of Cheshire County’s tax ID # is 02-6007201.
Please contact Amy Tardiff, Wealth Manager at Charter Trust Company, with any questions about these instructions. She can be reached via email: email@example.com or direct line: (603) 545-2848.
Important: Please notify us when you make a gift of stock. This allows us to provide you with a formal tax receipt for your contribution. Share with us the expected date of transfer, the stock, and the quantity you will donate. Contact: Rick Swanson, Development Director, firstname.lastname@example.org , (603) 352-1895.