Gifts of Stock or Securities - National Multiple Sclerosis Society

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Gifts of Stock or Securities

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Your gift of appreciated stock or securities will improve the lives of people living with MS.  The following information will ensure that your gift is received and confirmed appropriately.   Thank you for helping to create a world free of multiple sclerosis.

Electronic Transfer of Stocks & Securities

Electronic or depository trust company (DTC) transfer of stock through a broker can be made through the Merrill Lynch account held by the National Multiple Sclerosis Society.

For instructions on completing an electronic stock transfer or handling gifts of physical stock certificates, contact one of the following individuals.  Please include donor name, address, phone number, email address, and details of the contribution so we can acknowledge the gift.

Contact Information

California:
Erich Foeckler
erich.foeckler@nmss.org
760-448-8412

Hawaii:
Candice Schwalbach
candice.schalbach@nmss.org
808-532-0806

What You Need to Know

Giving securities is but one of the many ways you can combine your charitable giving goals with effective estate and financial planning. Donating appreciated shares of marketable securities can be an attractive alternative to a cash contribution and may provide significant tax advantage for you. For specific information regarding the tax advantages and limitations, please contact your financial advisor.
 
Making gifts of appreciated securities to the Society is not complicated. If your financial services provider holds the securities for your account, instruct that they be electronically transferred. This is often the most convenient way of donating your stock. If you have possession of stock certificates, mail the unendorsed certificate and a signed stock power to the Society in separate envelopes. Please do not cash out your stock to donate it to the Society. The Society is able to avoid brokerage fees and can obtain more value from the stock by having it directly donated to us.
 
To learn more about donating stock and obtain our routing number, please contact us.

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