GIFT OF STOCK
A gift of stock is one of the simplest ways to support KSBJ and NGEN. Just transfer any appreciated securities you have owned for at least a year (like stocks and bonds) to us. You will pay no capital gains tax and take a charitable deduction for the full fair-market value of your gift. The entire transaction can be handled electronically — saving you time and effort. And if you love that stock and don’t want to part with it, buy it back with the cash you would have gifted us and reset its basis!
TRANSFER SECURITIES
To transfer securities as a donation to Hope Media Group, please instruct your broker to transfer your shares from your account to Hope Media Group.
YOUR BROKER WILL NEED THE FOLLOWING INFORMATION:
DTC Number: 0015
Brokerage Firm: Morgan Stanley
Account Number: 060-905449-325
Name on Account: Hope Media Group
Tax ID#: 74-2162248
OUR ADVISOR MAY BE CONTACTED AT THE FOLLOWING:
Michael Brunner, Morgan Stanley
Email: michael.l.brunner@ms.com
Phone: (713) 658-2786
Phone: (800) 890-2774
Please provide the following information about you and your gift. Because there is no notification from the transferring company as to whom the shares are from, this will facilitate proper acknowledgement of your gift.
