Giving a Gift of Securities
Giving a gift of stock is one of the simplest ways to support the National Trust for Historic Preservation.
In order to realize the financial benefits of making gifts of appreciated securities, the prospective donor's broker needs to transfer the stock to the National Trust. The National Trust sells securities upon transfer to make the proceeds available for preservation services, properties, and programs.
Electronic transfer is the most secure and expedient delivery process available for making a gift of stock. To make an electronic transfer, the donor should contact a National Trust representative or have their personal broker handle the transaction. The following National Trust information may be useful to brokers who initiate the electronic transfer:
- Brokerage: Morgan Stanley Smith Barney, LLC / Broker: Faye Rabinowitz (800.455.6622)
- Account Name: National Trust for Historic Preservation / Tax ID: #53-021-0807
- DTC#: 0015 / Account Number: 530-618-751-711
Securities may also be transferred by mail. If this option suits the donor, please send the stock certificate via registered or overnight mail, as is, without endorsement and include a letter stating that the securities are being donated to the National Trust. Include the donor's name, phone number, and other contact information. In addition, the donor will need to fill out the Stock Power Transfer Form on the next page. A separate form should be filled out for each stock certificate. Mail these forms in separate envelopes and send everything to the following address:
National Trust for Historic Preservation
ATTN: Lew Angotti, Senior Accountant
2600 Virginia Avenue NW, Suite 1000
Washington, DC 20037
If a donor's stock has lost value since its original purchase, it may be better for the donor to sell it and then give the cash proceeds to the National Trust. In this case, the donor may be able to claim tax benefits for the capital loss and also for the charitable gift. It is always wise for a donor to consult with a tax advisor to make sure that gifts are advantageous to his/her financial needs.