A group of Youth Climate Leaders, one speaking into a microphone — © Phil Doyle

Gift Planning

Stock Transfer Intention Form

It's simple to make a gift of stock to Mass Audubon!

We will receive basic information about your intentions, so we can lend any assistance and credit your gift when it arrives.

Steps:

Fill this form out and we will contact you.
Make sure you contact your broker to initiate the actual transfer.

Notes:

Our office can help you walk through the possibilities for gift designations.
For security reasons, we do not ask for your account number over the Internet.

Bolded items with an asterisk (*) are required fields.

Donor Information

Name*

Address 1*

Address 2

City*

State*

Postal Code

Country

E-Mail*

Home Phone*

Broker/Stock Information

Brokerage/Financial Institution Name*

Broker/Contact Name*

Broker/Contact Phone*

Broker/Contact E-mail

Broker/Contact Fax

Anticipated Transfer Date*

Stock Name*

Number of Shares*

Special Instructions to Broker

Gift Designation Information

My gift is available for the unrestricted use of Mass Audubon.

I would like to designate my gift for a specific use.

Talk and Plan with Us

Learn about your options, meet your financial goals, and discover the benefits of working with Mass Audubon to create a planned gift. We’re here to help!

Betsy Townsend, Director of Gift Planning
btownsend@massaudubon.org
781-259-2136