An outright gift of appreciated securities, or stock, is a quick and easy way to make a meaningful gift, avoid the capital gains tax and receive an income tax deduction for the fair market value of the stock at the time of the gift.
The following information will enable your broker to facilitate an electronic transfer of stock:
Mr. Bill Wiseman
C/O Morgan Stanley Wealth Management
53 State Street, 39th Flr.
Boston, MA 02109
Account # 625-827431-199
Tax ID # 04-2103606
It is important that you notify the Mount Auburn Hospital Development Office in advance of making a gift of securities. Without such notice, gifts of stocks may be transferred to the hospital with the identity of the donor unknown, making proper credit and timely acknowledgement extremely difficult. To notify the hospital of your gift or if you would like further assistance making a transfer of securities, please contact Colin Maclaurin in the Development Office at (617) 499-5589 or email@example.com.
Note: The information on these pages is not intended as legal advice. Please consult with your lawyer or financial advisor.