Gifts of Securities Instructions

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
 
Account# 358-049942
DTC# 0015
Tax ID# 36-3377689
Broker Address Morgan Stanley Wealth Management, LLC
70 West Madison St
Chicago, IL  60602
Broker Telephone 312-827-6500 | 800-488-4280
Broker Contact Styles/Dow/Leckinger

Please contact us via email, facsimile, or telephone regarding the purpose of the gift when the transfer is complete. Please contact Staci Glass (sglass@midwestern.edu | 623-572-3286). Our fax number is 623-572-3950. Thank you for your support.