Stock Gifts
Stock Gifts
Unlock the power of giving in a way that benefits both you and the clients served by Carpenter’s Shelter by donating stocks and mutual funds. Imagine transforming your appreciated assets into a beacon of hope for those in need, all while enjoying financial benefits for yourself. It’s not just about making a donation; it’s about making a smart financial choice that maximizes your impact and your tax savings.
Why Consider a Stock Donation?
- Experience the profound satisfaction of making a meaningful contribution to improve lives.
- Enjoy a possible income tax deduction for the full market value of your stocks at the time of donation.
- Eliminate the capital gains tax you would owe if you sold the securities instead, making your gift go further.
- Direct your gift towards the Carpenter’s Shelter programs and services that resonate most with you.
Ready to make a meaningful stock donation? It’s straightforward – just inform your broker of your intention and get in touch with Monise Quidley at (703) 548-7500 x203 for more information.
Morgan Stanley Instructions for Stock Donations to the Carpenter’s Shelter
DTC: 0015
FBO Account #: 925-115671
Carpenter’s Shelter Inc.
EIN Number: 54-1571849
Physical delivery of Stock certificates:
333 John Carlyle Street, Suite 650
Alexandria, VA 22314
Any endorsement should be made payable to: Morgan Stanley FBO Carpenter’s Shelter Inc.