1. Indicate your desire to donate stock and the amount by submitting a pledge card or filling out the online commitment form.

2. Use the following draft letter to instruct your broker to send stock to the First Parish account in order to make a stock contribution. Please make sure you send copies to the Parish Administrator and to the Church's account executive at UBS, Bobbie Bastarache.

Your letterhead and date

Your Broker’s address

Dear Broker:

I wish to make a charitable contribution today of (number) of shares of (Name of Company) common stock from my account with you, (account number). This contribution is for (state purpose such as Stewardship 2004, endowment, etc.). Please transfer the shares via DTC to the account of UBS Financial Services (formerly Paine Webber), DTC-#221. The shares should be credited to the account of The First Parish Church in Weston, account number JJ-66119-BO. The person in the Boston office overseeing this account is Ms. Bobbie Bastarache, 617.261.2667.

Sincerely,

 

Cc: Parish Administrator
The First Parish Church in Weston
349 Boston Post Rd.
Weston, MA 02493

Ms. Bobbie Bastarache
UBS Financial Services, Inc.
One Post Office Square, 33rd Floor
Boston, MA 02109