The Newport Historical Society partners with Bank of America Private Wealth to process gifts of stock.
To initiate a gift of securities, please ask your broker to contact us at 401-846-0813 x110 or membership@newporthistory.org prior to initiating the transfer. Providing the following information helps us track and acknowledge your donation accurately:
Donor Name
Stock Name & Number of Shares
Approximate Gift Value
Anticipated Transfer Date
Brokerage Firm Name
Upon notification, we will share our account details and routing instructions directly with your broker.
Once the transfer is complete, we will issue an official tax receipt and acknowledgment letter detailing the stock name, share quantity, and fair market value as of the date received.
Donors aged 70½ or older have a tax-advantaged option for supporting the Newport Historical Society: a Qualified Charitable Distribution from an IRA. This allows you to give up to $100,000 per year directly from your retirement account without owing income tax on the distribution.
To set this up, talk with your financial or legal advisor about arranging a direct transfer to the Society, or ask your plan administrator to issue a check made out to us. Keep in mind that for the gift to qualify as tax-free, the funds must move directly from your IRA to the Newport Historical Society rather than passing through your hands first. Once your gift is on its way, give our us a quick call at (401) 846-0813 x110 so we know to expect it.
Legal name: Newport Historical Society
Mailing address: 82 Touro Street, Newport, RI 02840
Federal Tax ID (EIN): 05-0264532
Have a donor-advised fund? Supporting the NHS is easy — just ask your fund administrator or financial advisor to recommend a grant in our name. We’d love the chance to thank you personally, so please let us know once you’ve made the request.
Questions, or ready to notify us of an incoming DAF gift?
Reach us at membership@newporthistory.org (401) 846-0813 x110.
Federal Tax ID (EIN): 05-0264532