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Questions or Comments

Whom can I talk to about this?

 

Feel free to contact Stewardship co-chairs Anne Quaadgras
and Bill Gardiner at stewardship @ firstparish.info

Donating Securities to First Parish

Fulfill your pledge and save on taxes! Donating stock (also known as securities) to First Parish is a great way to optimize your investment while helping the church. If you have securities that have increased in value while you have owned them, you can donate them to the church, as your pledge or part of your pledge, and receive full credit as a tax donation. Donating stock in this way is most beneficial because it can eliminate or significantly reduce short-term gains taxes, and it also can reduce long-term gains taxes.

► Important note: For Mutual Fund donations, please contact the Schwab Transfer Team at 602-355-9003 for instructions.

For stock donations, the two-step procedure is easy:

Step 1: Simply fill in the form below and click "Submit."

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    Name of Donor

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    Donor E-mail Address

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    Name of Broker or Agent

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    Stock Symbol or Company Name

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    Number of Shares

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    What is the purpose of your donation?
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    Fulfill Pledge

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    Support Trust Funds

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    Other -- Please Contact Me

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    Comment:
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    We suggest you print this form for your own records before pressing the submit button. That way you'll also have a hard copy of the instructions given below for step two.
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    To submit your form, first fill in the "captcha" field below with the letters you see in the distorted text, then click the "Submit" button.

    If you cannot read the captcha text, click the blue circular arrow button next to the input field to generate a new word.

    Unfortunately, this security step is necessary to prevent malicious software "robots" from filling out First Parish forms and inundating us with submissions.
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    Step 2: Provide your broker with the following wire instructions:


    Charles Schwab
    DTC :0164
    A/C Name: First Parish UU Arlington
    A/C #: 8322-2384
    If needed: First Parish Arlington Tax ID #04-2272713

630 MASSACHUSETTS AVENUE   ♦   ARLINGTON, MASSACHUSETTS 02476   ♦   781-648-3799

Copyright 2017 First Parish Unitarian Universalist of Arlington

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