When you donate stock to the Friends of the Blue Hills, you give an amazing gift to the Blue Hills Reservation… and you may receive tax benefits as well.
Your donation of stock will care for the Blue Hills’ wildlife by keeping habitat healthy… and make sure visitors like you can enjoy miles of well-maintained trails and forests.
For example, giving stock may eliminate capital gains tax and may also give you a tax deduction that may benefit you financially… and be a tremendous gift to the Blue Hills too.
Please see below for important instructions before making a donation of stock.
STEP 1: Provide your broker with the following transfer information
Account #: 486-232676
Morgan Stanley mailing address:
The McGowan Group
Morgan Stanley Wealth Management
28 State Street, 26th Floor
Boston, MA 02109
Morgan Stanly contact: Keith McGowan,617 478 6454
DTCC clearing broker number: 0015
Account name: Friends of the Blue Hills Charitable Trust
Friends of the Blue Hills taxpayer ID: 04-2627412
Friends of the Blue Hills contact:
Judy Lehrer Jacobs
PO Box 416
Milton, MA 02186
You can also download our Stock Transfer Form to get started.
STEP 2: Please notify us of your generous donation
When you make a gift to Friends of the Blue Hills by transferring stocks into our account, we do not receive any information that identifies you as the donor. To ensure that you receive a proper tax acknowledgement of your gift, please let us know by filling out the form below.
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Questions? Please contact:
Judy Lehrer Jacobs, Executive Director
Thank you for making a stock donation and for all that you do for the Blue Hills.
The information above is not meant to be professional tax, financial or legal advice. It is highly recommended that you consult your tax advisor, estate planner or investment advisor to determine if donating stock is the right move for you or those you know.
Photo: Jane Li, Cambridge