Maximize your impact by donating appreciated securities to AMM, while also increasing your potential tax benefits.
When you contribute long-term appreciated stock or securities directly to Alliance Medical Ministry, we receive the full value from the sale, and you potentially eliminate capital gains exposure. Follow these 5 easy steps.
Choose Your Stock
You will need the name of the stock, the ticker symbol, and the number of shares. For nonpublicly traded stock, please email us via development@alliancemedicalministry.org
2. Complete The Stock Transfer Form
Click to download Stock Transfer Form.
3. Request a Transfer From Your Financial Institution
You may use the Stock Transfer Notification Form to request the transfer instructions to your financial advisor or your firm may have a similar process already in place.
Provide your financial advisor with the following instructions for the transfer:
DTC #: 0015
Morgan Stanley Acct #: 773-109467 in the name of Alliance Medical Ministry
Institutional ID #: 28547
Attn: Susan Taylor, Graystone Consulting
4. Notify Alliance Medical Ministry
Email the completed Stock Transfer Notification form <add link to pdf> to AMM. It is important to notify us so we can issue a tax receipt.
· Email the form to susan.s.taylor@msgraystone.com and
Alliance Medical Ministry will send you an acknowledgement letter for your gift after the securities have been processed. Work with your financial planner to claim the tax deduction when you file your taxes.