Contributions of readily marketable appreciated securities can be a beneficial way to make a gift to the Ackerman Institute for the Family. Your gift is fully tax-deductible and you will not need to pay capital gains tax.
To make a gift of securities, please provide your stockbroker with the following information:
Morgan Stanley LLC
For the benefit of the Ackerman Institute for the Family
Account # 052-115002
787 Seventh Ave, 36th Fl.
New York, NY 10019
Ackerman Institute’s Tax ID: 13-1923959
Please notify us of the name of the stock, the approximate number of shares and the designation of the gift (i.e. general support). Also, please let us know when you are transferring the stock so that we can alert our broker.
You will receive a tax receipt for your records once the stock has been received. If you have any questions, please contact Jama Toung at 212.879.4900, ext 130 or email@example.com