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

For further information, or to make a gift of stock or other securities, please e-mail Debbie Hoffman or call (919) 792-1010. You may also write to the National MS Society-Greater Carolinas Chapter, 3101 Industrial Drive, Suite 210, Raleigh, NC 27609.

What You Need to Know

  1. You receive an income tax deduction based on the value of the stock or investment today. So if you make a donation of stock or fund shares that have grown in value from the time you bought them, you can take a tax deduction for the gift based on its current value, rather than the lower purchase price. If the investment you own has made significant gains, this could be truly advantageous for both you and the Society.
     
  2. Because the Society is a non-profit organization with tax-exempt status, an out right gift of appreciated property will allow you to avoid paying the capital gains tax that you would have to pay if you sold the property yourself.
     
  3. You can reduce the size of your estate, which could help to reduce your estate taxes.
     
  4. It is so easy to do! You can arrange to make the gift by electronic transfer from your broker to ours; or if you have stock certificates in your possession, you will need to complete a few simple forms.

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