• If you have stocks or other securities that have increased in value, selling them can leave you with a hefty tax bill. By donating the stock, you can potentially avoid capital gains tax.

• When you donate stocks, you’ll receive a charitable tax deduction for the full fair market value. You‘ll retain your cash assets and receive a break on your taxes. 

To make an electronic transfer via your broker or bank, follow these easy steps:

1. Inform your broker and North Fulton Community Charities that you want to make a transfer of stocks or other securities. 
2. You, your broker or banker should send an email to Sherri Morgan or call 678-387-4459 to inform NFCC of your impending transfer, and include your name, address, number of shares, name of the securities (type of stock), and the name of your financial institution. 
3. Your broker or banker should contact the Client Service Center at Morgan Stanley at 1-800-869-3326 to notify them of the impending transfer, and note the number of shares, name of securities (type of stock), and the name of your financial institution.

Morgan Stanley Account Number:  574-592904-301
DTC Number:  0015
NFCC’s Tax Identification Number:  58-1521088

Please contact Sherri Morgan at 678-387-4459 with questions.