Thank you for choosing to make a stock gift to HopeHealth to support our mission. You can use the account information below to initiate your stock gift transfer through your broker.
Tax IDs (EIN)
HopeHealth Hospice & Palliative Care: 51-0192422
Stock Account Information
Clarfeld Citizens Private Wealth Third Party Trade Instructions (via Fidelity)
DTC#: 0226
Agent ID: 62959
Institutional ID: 62959 (or Broker’s Own ID if Self-Affirming)
Fidelity’s Tax ID#: 04-3523567
Fidelity Acct #: 656433748
First Interested Party Acct # CCPW A/C # 1011864 HOME & HOSPICE CARE OF RI
Primary Contact:
Gisselle Melendez
Clarfeld Citizens Private Wealth
One Citizens Way, JCB115
Johnston, RI 02919
Primary number: (401) 260-4201
Fax number: (401) 536-9021
TrustSecuritiesUnit@CitizensBank.com
Secondary Contact:
Lisa Fournier
Clarfeld Citizens Wealth Management
One Citizens Way, JCB115
Johnston, RI 02919
Primary number: (401) 260-4191
Fax number: (401) 536-9021
TrustSecuritiesUnit@CitizensBank.com
Did you know? It is common for HopeHealth to receive a stock gift with no name provided by the broker. Before you make your gift, please be sure to send a brief email to SFortier@HopeHealthCo.org with your name, the name of the stock and any gift designation so we can match your gift with the stock transfer, thank you promptly for your generosity and provide a tax receipt.
Questions? Contact Suzanne Fortier, Chief Philanthropy Officer at (401) 415-4690.