Thank you for considering a gift of stock! Donating appreciated securities is a wonderful way to support the critical work of Whitman-Walker. The Foundation will sell the stock/securities and put the proceeds right to work. Did you know that donating securities (stocks, mutual funds, etc.) may also have significant tax benefits for you?
Before making a gift of securities, please make sure to discuss your unique situation, including the tax benefits, with your financial advisor.
PLEASE NOTE: Whitman-Walker Foundation does not automatically receive donor information when you make your gift of securities. It is important for you to notify us in advance of any transfer so that we can make sure to properly credit your gift.
Request Securities Transfer to Whitman-Walker Foundation
To send securities electronically: Request your broker complete your donation through Morgan Stanley using the information below:
Morgan Stanley 1747 Pennsylvania Ave. NW, Suite 900 Washington, DC 20006 c/o Robert Farrell 202.292.5353
DTC #0015 Account Name: Whitman-Walker Foundation Account Number: 067-179091-181
To send securities by mail: Mail your unendorsed certificate(s) and stock power form, in separate envelopes, by registered mail, to:
Whitman-Walker Foundation Attn: Development Office 1201 Sycamore Dr. SE Washington, DC 20032
Notify Whitman-Walker Foundation of your Donation
To help us ensure proper record and acknowledgment of your donation, please notify Whitman-Walker Foundation’s Development team of your gift by email or mail, and include the following information:
Donor’s name and complete mailing address
Name and number of securities to be transferred.
For more information about donations of stock, please contact: Charles Hastings Corporate & Community Partnerships Officer CHastings@whitman-walker.org 202.803.6468