Gifts of Assets

Contributions of Cash

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Contributions of Stock

More than ever charitable donations are being made in non-cash forms, such as stock in publicly traded corporations.  Giving in the form of stock is a great way to contribute to a charitable foundation and receive a significant tax deduction.

It is important to note that when giving a gift of stock the official date of the gift is the date the stock is received in the charity’s account.  All gifts must be official by the end of the fiscal year (December 31st) in order to be deducted on that years taxes.  Be sure to allow ample time for end-of-year gifts of stock to go through.

Wire Instructions for Gifts
Our Brokerage account is at Morgan Stanley Smith Barney’s San Jose Office. Please feel free to call our financial advisor at Morgan Stanley Smith Barney or our trust contact person listed below if you have any questions about gifts of stock.

Emilio de Sousa
Financial Advisor
Morgan Stanley Smith Barney
225 West Santa Clara Street
Suite 900
San Jose, CA 95113
Tel: 408.947.2209
Fax: 408.947.2206
emilio.desousa@ms.com

Donovan Neale-May
Rhodes University Trust USA
1494 Hamilton Way
San Jose, CA 95125
Tel: 650.222.5260 (m)