Gift of Stock

Donating a charitable gift of stock is a great way to contribute toward mesothelioma research, and services for mesothelioma patients, while receiving an end-of the-year tax deduction.

Some of the most favorable tax benefits are generated by contributions of appreciated, long-term, capital-gain securities. In addition to receiving a charitable deduction for the full, fair market value of such a gift, the donor escapes any potential tax on the capital-gains of the gift and any sales commission that would be payable upon the sale of the assets.

To help you facilitate a gift of stock to the Mesothelioma Applied Research Foundation (Meso Foundation), please use these instructions.

Step 1: Initiate the Transfer
Contact your broker to initiate the transfer.

Step 2: Notification of Donor Intent
In order for the Meso Foundation to properly acknowledge a gift of stock, upon receipt, it is important that we are notified in advance by the donor or transferring broker of the following:

  • Donor name and complete address
  • Name and number of securities transferred
  • Date of transfer
  • Restriction on gift (if any)

Step 3: Securities Delivered Electronically

Mesothelioma Applied Research Foundation 

Morgan Stanley Smith Barney
Contact name – Paul Lotito
Account number – 618109649
DTC # - 0015

If you have any questions about this process, please contact Melinda Kotzian at (703) 879-3825 or email mkotzian@curemeso.org.


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