Transfers of Appreciated Stock or Other Securities
Stocks and other securities that have increased in value and been held for more than a year are a popular choice for donors when making charitable donations, as there may be tax benefits for the donor (please consult your tax advisor).
Please provide your brokerage firm with these instructions for transferring securities from your account to Clemente:
Name of Security and Number of Shares
Date of Transfer
For transfer to:
Fidelity Investments
ACAT # 0226
For further credit to:
Clemente Course in the Humanities, Inc.
Fidelity Account # Z40292509
Please note that Fidelity Investments does not notify Clemente when a stock transfer is made to our account. Please reach out to us by phone or email (see below) when you are planning to make a transfer so we may thank you, confirm the transfer and acknowledge your gift. We request the following information:
- Your name
- Intended date of transfer
- Name of wiring broker, ticker symbol, and number of shares
- Any details regarding the intended use of your gift.
If you have any questions, please contact Christopher Eklund (Clemente Board) at
917-273-8614 or email
Dr. Aaron Rosen (Executive Director)
Thank you for your support!
