Donating Securities

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It's easy to donate securities (stocks, bonds, etc.) to First Parish.

  • Some people prefer this method because of the tax advantages.
  • Others find it easier to transfer securities rather than give a cash gift.

For those who wish to donate securities, we have created a two-step process:

STEP ONE:

  • Complete a  letter to your broker advising him/her of your desire to sell securities. To see a sample letter click here.
  • Mail the original to your broker or brokerage firm.
  • Mail a copy to:

Business Office

First Parish in Concord

20 Lexington Road

Concord, MA  01742

  • Please notify First Parish of your gift so that we may credit you for your contribution (we do not always receive donor information from the brokers).
  • Keep a copy for your records.

STEP TWO:

  • Fill out a pledge card, which alerts the church that your gift is coming and indicates how you want your gift to be used. 
  • Mail the form to First Parish at the address above.
  • Keep a copy for your records.

What Happens Next:

  • Your securities will be transferred to Morgan Stanley Smith Barney, First Parish's designated broker.
  • On the day Morgan Stanley Smith Barney receives the "Request to Transfer Shares" from your broker, it will execute the sale of those shares.
  • You will receive a letter from the First Parish Business Manager detailing your gift for tax purposes.

This process may take up to four weeks.