Stock gifts are valued at the time of transfer to Sempervirens Fund and the value of the gift is tax-deductible to the extent allowed by law. When you donate a gift of stock to Sempervirens Fund, you pay no capital gains tax on the sale. To make a gift of appreciated stock, please contact your stockbroker and instruct him/her to transfer the shares to Sempervirens Fund’s account located at: DTC#: 0015 Morgan Stanley Account Name: Sempervirens Fund Account Number: 112-097937 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) 853-4004 or Alexander.Bianchi@morganstanley.com
. Please notify Sempervirens Fund regarding the number of shares and the stock name so that we can quickly identify them when they arrive in our account. Contact Michael Kawalek, Director of Development at (650) 949-1453 ext. 209 or via email at email@example.com.
Or you can simply give us a call at (650) 949-1453 x1.