Appreciated securities and mutual fund holdings may provide an advantage for your charitable giving. We recommend transferring securities via electronic transfer (DTC) from your broker to our broker. To transfer securities at your brokerage firm, please contact or have your broker contact:
Account # 178-115191
c/o Morgan Stanley Smith Barney
Contact: Heather Djuric
Please notify the Eskaton Foundation in writing of your intended contribution. Your letter should include the following information:
- Your broker's name and contact information.
- Any restricted designation of your gift,.
- The type of stock and the number of shares being given.
- Your signature.
Upon completion of the transfer, you will receive appropriate acknowledgment and documentation from the Eskaton Foundation. We are a 501(c)(3) institution and depend upon donors like you to enhance the quality of life for seniors.