Make a Gift of Stock:
When you make a gift of appreciated stock directly to Sempervirens Fund, you may get an income tax deduction and avoid some capital gains tax. To transfer shares, please contact your stockbroker with the following information:
DTC#: 0015 Morgan Stanley
Account Name: Sempervirens Fund
Account Number: 112-097937
Our Tax ID#: 94-2155097
If you need assistance with the transfer, you may contact our representative at Morgan Stanley: Alex Bianchi, Sr. Vice President, at (650) 853-4004 or email.
Please notify Michael Kawalek, CFRE, Chief Philanthropy Officer, at (650) 949-1453 ext. 209 or via email with your name, the number of shares and the stock name so that we can acknowledge your generosity.
Make a Gift from Your IRA – a Qualified Charitable Distribution:
If you are 70½ years or older you can donate all or a portion of your IRA Required Minimum Distribution (RMD) and save on income tax. By transferring funds directly from your IRA to Sempervirens Fund, called a Qualified Charitable Distribution (QCD), you will reduce your taxable income, even if you do not itemize. You can donate up to a total of $100,000 each year ($200,000 for married couples), contact your tax advisor or financial planner for more information. To make a gift through your IRA, contact your IRA administrator with our Tax ID #: 94-2155097 and request that your name be noted on the check.
Please notify Michael Kawalek, CFRE, Chief Philanthropy Officer, at (650) 949-1453 ext. 209 or via email with your name, the name of your IRA administration and the amount of your distribution so that we can acknowledge your generosity.
You may also name Sempervirens Fund as the beneficiary of part or all of your IRA. See here for more info.
