Giving securities is one of the most tax-efficient ways to give. Gifts of publicly traded securities bought over a year ago that have increased in value can be donated to Midwestern University. The donor is entitled to a charitable deduction of the value of the securities. In addition to the tax deduction, donors avoid all capital gains taxes. This makes for an additional tax savings!
|Information for Electronic Stock Transfer to Midwestern University|
|Broker Address||Morgan Stanley Wealth Management, LLC
70 West Madison St
Chicago, IL 60602
|Broker Telephone||312-827-6500 | 800-488-4280|
Please contact us via email, facsimile, or telephone regarding the purpose of the gift when the transfer is complete. Please contact Staci Glass (firstname.lastname@example.org | 623-572-3286). Our fax number is 623-572-3950. Thank you for your support.