Gifts of Stock

A gift of appreciated stock, bonds, or mutual funds can be an tax-efficient way to support NAMI. Gifts of stock can provide a greater tax benefit to you than gifts of cash. These gifts can save you taxes in two ways: you receive a charitable deduction and you avoid the capital gains tax on the gift.

If your securities have depreciated you can sell them and give the proceeds to NAMI. This may allow you to claim the loss when you file your taxes next April and take the charitable deduction for the amount of your gift.

Transferring a Gift of Stock to NAMI

For transfer directly to our Broker:

Name: NAMI
Account Number: 504-116788-425
DTC Clearing #: 0015
Clearing Firm: Morgan Stanley
Broker Address: 1850 K Street, NW, Suite 900
Washington, DC 20036

Please include your name and address so that we may recognize you.

For transfer directly to NAMI:

Send the unsigned stock certificate by registered mail or by some other mail method that can be tracked. Then in a separate mailing (do not mail with the stock certificate) send the signed stock power. Both envelopes should be sent to:

3803 N. Fairfax Drive, Suite 100
Arlington, VA 22203

For questions about making a gift of stock, email Emily Tracy or call 703-516-7992.