Gifts of Securities

 

In making a gift of appreciated securities, such as stocks, bonds, or mutual funds, donors can make sizable contributions to Class Action and simultaneously derive practical financial advantages. Donors who have experienced growth in their investments are in an excellent position to donate appreciated securities to the organization. For more information, contact Dana Gillette, Managing Director, at 413-585-9709, ext. 207.

 

Delivery Instructions for Gifts of Securities

Before transferring any securities, please contact Dana Gillette, Managing Director, at 413-585-9709, ext. 207 in order to inform Class Action of your intentions and to ensure that you are correctly credited for your gift.

Shares may be electronically transfered to Class Action’s accounts based on the information listed below.

Electronic Transfers :

DTC participant: #0226

National Financial Services

FAO: Class Action

Acct. #: KPA-004146

Mike Smith
Progressive Asset Management
167 Exeter Road, Suite #3
Newfields, NH 03856-8225

toll free: 888/759-0756
phone: 603/418-8662
fax: 603/659-7685

e-mail: msmith@fwg.com
www.progressive-asset.com


Send stock certificates directly to Class Action. Please deliver to:

 Class Action

 Attention: Dana Gillette

 P.O. Box 350

 Hadley, MA 01035

 413-585-9709, ext. 207

 413-585-9708 fax

Securities may be endorsed in blank (the donor's signature only) and sent to the above address. If stock certificates are unendorsed, please send a stock power, on which the signature has only been filled, under separate cover.

Thank you for considering a gift of securities to Class Action. Class Action recommends that individuals contact their attorney and key financial advisors before making any charitable giving decisions.

 
   


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Class Action   104 Russell Street, P.O. Box 350, Hadley, MA 01035  Tel: 413.585.9709 ext. 201  Fax: 413.585.9708  info@classism.org