BOSTON COLLEGE
Securities Transfer Instructions
Making a gift of electronically transferred shares to Boston College is easy! Simply provide
your broker with written, dated, instructions. Your letter should be signed by the owner
of the securities.
Here’s an example:
Date________________
Dear Broker:
Please transfer (quantity) shares of (name of stock) from my account, (account number) with
(name of brokerage), to Boston College at:
Fidelity Investments, National Financial Services Corp.
DTC (Depository Trust Company) #226
Account # 201973114; Trustees of Boston College
Reference: Donor Name
It is my understanding that the value of my gift will be based upon an average of the high/low
value of the day on which the shares are received in Boston College’s account.
Please provide the Office of Gift Planning at Boston College with details of my gift to ensure
that I receive a timely acknowledgment for tax purposes. You may contact Joan Reilly at
Boston College by telephone at 617-552-1085, fax at 617-552-9080, or e-mail at
joan.reilly@bc.edu. Thank you for your prompt attention to these instructions.
Sincerely,
__________________________________
(Owner of securities)
Please note that the above letter is simply an example. Boston College is unable to
initiate a transfer of securities from your account. It is, however, helpful for the Gift
Planning Office to have advance knowledge of the details of your gift in order to ensure
accurate and timely crediting of your gift.