How to Make a Stock Donation

Go

How to Make a Stock Donation

How to Make a Stock Donation
 
There are now two options to make a stock donation:  Morgan Stanley and Fidelity Investments

Fidelity Investments:

Account Name:  Holy Innocents Episcopal Church
www.fidelity.com
800-343-3548
Holy Innocents Account Number:   Z48703666
DTC Number:   0226

Morgan Stanley:

The Holy Innocents’ Episcopal Church account information is:
Brokerage: Morgan Stanley Smith Barney
Financial Consultant: Kristen Fricks-Roman
Kristen’s Assistant: Liz Carpio (email)
Telephone Number: 404-459-3821/404-705-6500
Fax Number: 404-459-3838
Holy Innocents’ Account Number: 556-213754-125
DTC Number: 0015

  1. Please email Caroline Fleming at or call at 404-751-2906 and let me know the name of the stock and number of shares traded in order to  follow up with our broker.  Also we will need to know how you want the amount applied to your pledge. (i.e. your annual pledge, capital campaign, next year’s pledge, etc).

  2. Your broker will make the transfer.  You will be credited the average of the high and low for the day the stock is transferred into our account for your tax deduction. The net donation (less fees) will be applied to your specific request of how it should be applied.

  3. You will receive a letter stating the stock sold, # of shares and how it was applied for income tax purposes.  Please contact Caroline Fleming with any questions or concerns.