Stock and Mutual Funds Transfer Instructions

DTC or electronic transfer is the fastest and most secure method for donating securities and mutual funds.

DTC or electronic transfer is a two-step process:

Step 1

Please notify Mark Stickney at mark@historicmusicofnewport.org with your intention to donate stock prior to initiating a transfer to Historic Music of Newport. Prior notification is important to identifying your gift of securities or mutual funds, as donor information does not transfer through the DTC system. In your message, please include:

• Donor Name, Year

• Account Number

• Share Quantity

• Symbol

• Financial Institution

Step 2

Our brokerage account is held by Fidelty Investments.

Broker instructions to deliver securities to our account are as follows:

Deliver to: Fidelity Investments
DTC: 0226
Account Number: Z40447288
Account Name: Historic Music of Newport
Reference: Donor Name, Year

The donor will be sent an official acknowledgement of the gift for tax purposes. Historic music of Newport’s tax identification [501(c)(3)] number is 88-0790466.

Thank you for supporting Historic Music of Newport.