Stock and Securities
Make a gift of stock and save on capital gains taxes. The fair market value of publicly traded securities can be deducted without paying capital gains tax on the sale of the gifted stock. The gift of securities can be transferred to the Menlo College account by providing the following transfer instructions to your broker exactly as follows:
To transfer stock shares electronically
Company: Morgan Stanley, Inc.
Attention: Mr. Mark Martella, First Vice President, Wealth Advisor; Sr. Consultant
245 Lytton Ave. Suite 200
Palo Alto, CA 94301
Account number: 112-153357-431
Account title: Menlo College Designated Gift Account
TAX ID#: 94-3204136
Please notify the Office of Advancement and include in writing, the number of shares, the name of the stock, and the name of the donor.
Thank you very much for your investment in Menlo College’s educational mission!