Stock Transfer to First Parish in Concord

Sample Letter to Your Broker


Your broker

Your brokerage firm


Dear (Broker) _________________________,

Please use this letter as authorization to transfer (quantity) ________ shares of (stock name)

________________________ from my/our (your brokerage firm) ________________________

account #___________________, as a charitable gift, to First Parish in Concord.


Please deliver this gift to Fidelity Investments, DTC #0226, into the First Parish in Concord account: #Z50-379425. The federal tax identification number for this account is 04-2126599.

Thank you for your assistance. If you have any questions, please do not hesitate to contact me/us at

(your telephone number) _______________ or (your email address) _______________________.


Your name(s)

Your address

Your Social Security #(s)

(Gold Medallion signature, if required)