Gift of Stock

Thank you for considering a gift of stock/ securities to the Society.

To make a gift of stock to the Wellesley Historical Society, please use the following information: 

Fidelity Investments
405 Cochituate Road
Framingham, MA 01701-9837

When preparing to make the gift of stock/ securities, please notify Amanda Fisher, Executive Director, at director@wellesleyhistoricalsociety.org or at 781-235-6690, we will provide you with our account information. 

Please provide the Society with the following information:  

Full name of the donor(s)
Name of the security being gifted
Number of shares
Date of transfer
Intended uses
Name and telephone number of the broker