Why? When you transfer ownership of securities to Fargelegge, you receive a charitable income tax deduction for their full market value, up to 30 percent of your adjusted gross income, and you incur no capital gains tax (subject to IRS deduction limits).
Donor information will not be included with your electronic transfer, so please alert us in advance about the type of securities and number of shares you plan to give. You can do so by emailing [email protected], calling Sarah Deutsch at (617) 728-2583, or by filling out and mailing in the form below.
According to IRS regulations, the date of your gift corresponds to the date it arrives in our possession (i.e., for DTC transfers, the date the stock is transferred into our brokerage account). Following is the information necessary to transfer securities to our account:
Account name: Fargelegge
Account number: Z69 206 970
DTC number: 0226
Tax ID number: 23-706-9110
Attn: Fidelity Private Client Group
801 Boylston Street
Boston, MA 02116
Making this transfer is simple
Download the instructions sheet (one-page PDF). This page includes important information to help you make your gift quickly and efficiently.