Make the Colorado Chapter One of Your Beneficiaries
American taxpayers have long enjoyed the opportunity to make charitable gifts of stocks, bonds, mutual funds, and other securities that have increased in value while bypassing capital gains tax that would be due on a sale. You are, in effect, allowed to use "paper profits" to help reduce federal and, perhaps, state income taxes.
Your gift of stock or securities can make a difference to someone living with MS. The following information will ensure that your gift is received and confirmed appropriately.
Upon receipt of a securities (stocks, bonds, mutual funds) contribution, the Colorado Chapter's policy is to sell the security immediately, unless otherwise stipulated in writing by the donor.
In accordance with IRS regulations, your gift is not completed and valued until the stock is received by our broker.
Legal Name and Address:
National Multiple Sclerosis Society, Colorado Chapter
Broadway Station
900 S. Broadway, Suite 250
Denver, CO 80209
Federal Tax ID #:
13-5661935
For information contact:
Kristin Gibbs, Vice President of Development
Telephone (303) 698-5430
Electronic Transfer Of Stocks & Securities
Electronic or depository trust company (DTC) transfer of stock through a broker can be made through the account held by the National MS Society, Colorado Chapter using the information listed below.
Electronic transfers DO NOT indicate the donor's name - please contact us so that we can issue you a receipt letter appropriate for I.R.S. requirements.
The Society's preferred account for transferring shares of publicly traded stock and/or mutual funds is:
Wells Fargo Contact:
Brenda Frederickson
Vice President
Wells Fargo Brokerage Services, LLC
1740 Broadway
MAC C7300-012
Denver, CO 80274
Telephone 303.863.4971
Fax 303.863.6633
DTC # 0025
Acct. # 12656419
Thank you for helping us move toward a world free of multiple sclerosis.