Stocks and Bonds

Instructions for Gifts of Securities to the Brigham & Woman’s Hospital

(Get a printable PDF of these instructions)

To transfer securities electronically to the BWH

The DTC instructions are as follows:

Broker Name: Pershing, LLC (Credit Suisse uses Pershing)
DTC Number: 0443
Account Name: Brigham and Women’s Hospital
Account Number: 212-373757
Send to attention of: Stephen Michael
Phone Number: (800) 521-0036
Fax Number: (617) 526-1036

In addition, please send notification of your donation via mail, fax, or email at the address listed below.

In accordance with IRS guidelines, the date of gift will be considered the date that BWH assumes ownership of the shares. For crediting purposes, the value is determined as the average of the high and low listings on the date the stock is gifted.

To donate a physical stock certificate

Mail the unendorsed certificate(s) with a letter of instruction that specifies the Brigham & Women’s Hospital as the recipient and outlines the details of the contribution, as well as any particular designation. Under separate cover, send a copy of this letter and a signed (but otherwise blank) Stock Power form for each certificate, making sure the signature corresponds exactly with the name as it appears on the face of the stock certificate. Mail all documents to the address below. The date of the gift will be determined by the later postmark of the two envelopes. Certificates may also be hand-delivered to the BWH Development Office at the address below. Please note that it is unnecessary to have certificates registered in the Hospital’s name.

If you need clarification or more information regarding these instructions, please feel free to contact:

Nancy Lippincott
Gift Processing Manager
Telephone: 617-424-4321
Facsimile: 617-424-4370

BWH Development Office
116 Huntington Ave, 9th Floor
Boston, MA 02116