When you make a gift of appreciated stock to Sempervirens Fund you can reduce your taxes and support our work to protect forests forever. Moreover, you don’t need to know when you first got the stock—it is the current value that is tax deductible.
🌲 Contact your stockbroker and instruct them to transfer the shares to Sempervirens Fund’s account located at:
DTC#: 0015 Morgan Stanley
Account Name: Sempervirens Fund
Account Number: 112-097937-026
🌲 If you need assistance with the transfer, you or your broker may contact our representative at Morgan Stanley: Alex Bianchi, Sr. Vice President, at (650) 853-4042 or email.
🌲 For additional protection and to mitigate the risk of wire fraud, call Julie Seelen to verify the above account transfer information at (650) 946-1414.
🌲 Please let us know the type and number of shares too so we can be sure to acknowledge you!