Stocks and Securities

Donations of appreciated securities – stocks, bonds, ETFs, and mutual funds – will advance MSI’s mission. If you itemize, these donations may also provide you with a tax deduction and   be exempt from federal capital gains taxes.  

To donate publicly traded securities, follow these two easy steps: 

Step One 

Provide your broker with the following information to initiate your donation. 

Step Two 

Please notify us of your incoming donation to ensure a prompt and accurate tax-deductible receipt. You can fill out this form or email us at usdonations@msichoices.org.  

If you have questions or the form is not visible, please reach out via email or call (202) 601-2825. 

Stock Gift Notification

(Please provide the name of financial institution / law firm / other.)
Address

Questions? 

If you have any questions about your donation of appreciated securities to MSI United States, please email usdonations@msichoices.org or call (202) 601-2825. You can also reach MSI US’ broker directly:  

Merrill Lynch Wealth Management
Scher Anderson Group
10400 NE 4th Street, Suite 2500
Bellevue, WA 98004 

Stacey L. Morgan – (425) 637-4681
Matt Scher, CPWA, CRPC – (425) 468-1253 


To give by phone
1-202-601-2825 

To give by mail:
Make check payable to MSI United States
PO Box 35528
Washington, DC 20033

Wire Transfer
Donor Advised Funds (DAF)
Stocks and Securities
Cryptocurrency
Make a One-Time Gift
Give a Monthly Donation
Join the Blue Door Society
Bequests and Wills
Workplace Giving

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