Dana Hall's Fidelity brokerage account information:
Fidelity Back Bay Investments
801 Boylston St.
Boston, MA 02116
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 Advancement 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 (Dana Fund, Capital Gift)
Please have your broker notify Advancement Director Anne Richter
at (781) 489-1368
prior to transfer. The broker should inform Dana Hall 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.