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# | 358-049942-351 |
| DTC# | 0015 | FBO Midwestern University |
| Tax ID# | 36-3377689 |
| Broker Address | Morgan Stanley 233 S. Wacker Drive Chicago, IL 60606 |
| 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.
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