Stock Donations

Stocks can be donated either electronically or via certified mail. We encourage electronic delivery of stock shares because it is more secure, expedient, and cost efficient than delivery by certified mail.

Notification of Donor Intent

Whether donating electronically or by mail, the donor must provide the following information for audit and acknowledgement purposes:

• Donor’s name and complete address;
• Name and number of securities transferred;
• Specific Generations Incorporated program to which the gift should be directed, if any.

Please email this information to Tara Finnegan, our Director of Resource Development, at the time of transfer.

Donating Stocks Electronically

Please use the following information to enable your broker to facilitate the donation.

Brokerage:

Banc of America Investment Services, Inc.
RI1-541-02-05
670 George Washington Highway
Lincoln, RI 02865

DTC Number: 0226

Account Name: Generations Incorporated

Account Number: J20629090

Tax ID #: 04-3227007

Donating Stocks by Mail

• Sign the certificates and write our account number and name on the certificates (or include our name and number in the mailing);
• Indicate in a brief letter that you want to donate the enclosed stock to Generations Incorporated;
• Send the certificates by certified mail to the Banc of America address above.

Questions?

If you have any questions regarding Generations Incorporated and/or its policies regarding stock transfers and sales or for information concerning transfers, and/or to confirm the success of the transfer please call contact Tara Finnegan (617.482.4651) at Generations Incorporated.

Notice:

• It is Generations Incorporated policy to sell stocks the same day that they are received;
• We will send a copy of the receipt to the donor once we receive it (usually within one week of the transfer);
• Banc of America charges a commission fee per transaction.

Contributions to Generations Incorporated, a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code, qualify as tax-deductible donations as recognized by the Internal Revenue Service.