Thank you for your inquiry about making a gift of appreciated securities. The following information will help you and/or your broker process this transaction. Thank you in advance for your generous support.

Dana Hall's Fidelity brokerage account information is as follows:

Fidelity Back Bay Investments
801 Boylston St
Boston, MA 02116
(800) 445-9448

* Fidelity's DTC:                          0226
* Dana Hall's account number:     201918768
* Dana Hall's Federal I.D.:           04-2103562

To help Dana Hall process your gift and send you the appropriate tax receipt, please contact the Dana Hall School Development Office directly via postal service, telephone, or fax and provide the following information:

Name of the donor

Name of the stock to be transferred

Number of shares and/or approximate gift value

Gift designation (Annual Fund, Capital Gift)

Please have your  broker notify Linda Lull, Advancement Services Manager, at (781) 235-3010 x2133 prior to transfer. The broker should inform Linda of the name of the stock, the number of shares, and your name.

Gift Date and Valuation are determined per IRS regulations. The official gift date is the date the shares arrive in the Dana Hall School account. The value of the stock is the average of the high and low per share (mean market value) on the date of gift.

Letters of confirmation may be mailed or faxed to:

Linda Lull, Advancement Services Manager
Development and Alumnae Relations Office
Dana Hall School
45 Dana Road
PO Box 9010
Wellesley, MA 02482-9010
E-MAIL: This email address is being protected from spam bots, you need Javascript enabled to view it
FAX:  (781) 235-0485