Step 1: Initiate the Stock Transfer
Securities can be gifted to AccesSportAmerica in two ways: either via electronic transfer (in which your broker transfers shares using AccesSportAmerica DTC number) or by physically mailing the paper certificates to AccesSportAmerica. Either method is acceptable, but it is necessary for you to contact your broker to initiate the transfer.
Download a sample letter to provide to a stock broker for a stock/mutual fund transfer below:
Sample Stock/Mutual Fund Donation Letter (7 KB)
Step 2: Send the Securities to AccesSportAmerica
If Sending Electronically:
Ask your broker to donate through Wingate Financial Group and they will sell the stock.
Wingate Financial Group
459 Bedford Street
Lexington, MA 02420-1547
DTC Number: 0164
ACCT Name: AccesSportAmerica (Tax ID #04-3265194)
ACCT Number: A/c1003-1561
If Sending by Registered Mail:
Mail your UNENDORSED certificate(s) with a Stock Power Form, and a Stock Waiver Form in separate envelopes, by registered mail, to:
119 High Street
Acton, MA 01720
Step 3: Stock/Mutual Fund Online Donation Form
Each time a gift of stock is donated, regardless of the method chosen to deliver a gift of stock; information about the gift for audit and acknowledgement purposes is needed. Please fill out the form below.