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Office of Development


Instructions for Making a Gift of Securities to Boston Medical Center



1. Wiring Shares

It is important that we are notified prior to every stock transfer, in order for us to accurately identify, allocate, and acknowledge your gift.  The broker or donor should send a letter to the Development Office listing the date of the transfer, the amount and the purpose of the contribution. Without this information, there will be a delay in crediting the appropriate program and acknowledging the donor.

Wire Instructions

Smith Barney, Inc. DTC # 418
Agent Number: 00418
Institutional ID: 00418
Contact: Julian Hyman
Phone: 617/570-9558
BMC Account: 3824207017341
BMC Tax ID 04-331-4093

Contact the Office of Development!

Call:
617.414.5567
Email: Alexandra.Miller@bmc.org
Mail: Norman Stein
Vice President of Development
660 Harrison Avenue, 3rd Floor
Boston, MA 02118 

2. Certificate in Donor’s Name

Mail or Deliver the unendorsed certificate to:
MJ Dunion
Director, Development Services
Boston Medical Center
660 Harrison Avenue, 3rd Floor
Boston, MA 02118
Phone: 671/638-6711 Fax: 617/638-8983

Enclose a letter outlining purpose of gift and the date of mailing.

Under separate cover, mail or deliver a signed stock power (do not complete top section) Certificate in the Name of Boston Medical Center.
 
Please note that the gift value is determined by the mean value of the stock on the date of transfer.

The gift date is determined once the shares are irrevocable and in Boston Medical Center’s name.









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