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Stock Transfer Instructions

Dana Hall's Fidelity brokerage account information:
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 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 Julie Gray at 781-489-1371 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.

Contact

Letters of confirmation may be mailed or faxed to:
Advancement Director Julie Gray
Dana Hall School 
45 Dana Road 
P.O. Box 9010 
Wellesley, MA 02482
Fax: (781) 235-0485

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