How To Give Stock
Donating stocks and mutual funds can bring tax benefits while helping close the Meal Gap throughout the Metrolina region and the 24 counties we serve.
This type of gift can be especially appealing if you hold shares that have appreciated significantly in value but yield a low dividend. Talk to your financial adviser or learn more about this great way to help end hunger by contacting Kathy Helms, Director of Finance and Human Resources, at kfhelms@secondharvestmetrolina.org.
How to Transfer Your Stock Gift
Step 1: To ensure proper crediting and timely acknowledgement of the gift, please inform the Food Bank at kfhelms@secondharvestmetrolina.org and provide the following information:
- Donor Name
- Donor Phone
- Donor Email
- Name of stock or ticker symbol
- Anticipated number of shares
Step 2: Ask your broker to transfer your stock gift to Second Harvest Food Bank of Metrolina's brokerage account:
Morgan Stanley Wealth Management
Account Name: Second Harvest Food Bank of Metrolina
Account #: 767-112132
DTC: 0015
Tax Id: 56-1352593
Trailer: Donor Name and Zip Code
Downloadable information here.
For further assistance, please contact:
Caroline Littrell
6805 Carnegie Blvd, Suite 400
Charlotte, NC 28211
Phone: 704-442-4820
Mobile: 980-867-0640
Toll free – 800-438-0397
Web: https://advisor.morganstanley.com/caroline.littrell
Please send an email or call Caroline Littrell when making a gift so that we can make sure your gift can be properly acknowledged for tax purposes.
After receiving the funds transfer, we will send the donor a letter acknowledging the gift, which may be used as a tax receipt.