Ways to Give
Gifts of appreciated securities enable donors to avoid capital gains taxes while making a tax-deductible gift to PDS. If you are interested in making a gift of appreciated securities, please ask your broker to contact our preferred investment firm, Morgan Stanley, at 704-331-2214.
Additionally, please notify the Office of Institutional Advancement at (704) 887-6016 of the stock and number of shares once the transfer has taken place. Often securities are transferred without reference to the donor, and this information will help us identify your gift.
When placing your gift of appreciated securities, please use the following DTC instructions:
Morgan Stanley Wealth Management
Account # 801-106275