Interested in making a charitable Stock Transfer?
For stock held in brokerage accounts, your broker can assist you in making a gift of stock via a direct transfer to CHADD.
Did you know that giving a gift of publicly traded stock—that has increased in value and that you have owned for more than one year—may provide better tax benefits than giving cash? How? Your charitable income tax deduction is equal to the fair market value of the stock and you can avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save on brokerage fees because you are transferring ownership rather than selling the stock.
To make a donation of stock to CHADD (tax ID# 59-2817697), please use the following:
Brokerage House: Morgan Stanley & Co.
Account Name: CHADD Inc.
Account Number: 530-621271
Financial Advisor: David Giulieri, Senior Vice President
Telephone Number: 301.664.6566
DTC Number: 0015
Reference: Donor Name (including your name will ensure the gift is properly acknowledged.)
For gifts of stock not held in a brokerage account, please contact the Morgan Stanley team listed above.