Stock Donation

Stock Donation

 Photo of four women Gifts of stock are often the most beneficial way to support the YWCA of Silicon Valley, making a larger gift possible for our organization and greater tax benefits for the donor. Just follow the simple process outlined below. Of course, the YWCA encourages all donors to consult with their tax advisors before making a gift.

 

 1) Contact your broker and tell them to transfer the number of shares of stock you wish to donate to the following account for the YWCA of Silicon Valley:
 2) Morgan Stanley Wealth Management
Account#: 090-108676-265
DTC#: 0015
Contact: Theresa Martinelli-Jones
Address: 225 W. Santa Clara St., Suite #900, San Jose, CA 95113
Telephone: (408) 947-2200 or (800) 444-4752
 3) When you make your donation through Morgan Stanley, please let them know who made the donation for accurate record-keeping.
 4) Next, inform the YWCA of Silicon Valley of your donation at (408) 295-4011 or email us at Fund Development. This allows us to manage the process and ensure accurate record-keeping.
 5) The YWCA will handle the rest. You will receive a letter following up on your donation as soon as the process is complete.