Each individual’s tax situation is different, so please be sure to consult your tax advisor about the best way to make your charitable gifts.
To make a gift of stock to the ACLU Foundation of Northern California:
Contact Elizabeth Phung, Development Operations Manager, at the ACLU Foundation of Northern California at (415) 621-2493 x331. It is very important that you alert us that you are making a gift of stock so that we may provide you with a donation acknowledgment letter for your tax purposes.
Contact your broker to transfer the asset directly to the American Civil Liberties Union Foundation of Northern California account with Morgan Stanley Wealth Management. Have your broker contact Cathy L. Kosley, the ACLU’s broker, at (415) 693-6673 to alert her about the transfer.
You will need the following information to complete the transfer:
ACLU Foundation of Northern California
The account is with the Morgan Stanley Wealth Management office at 101 California Street, 3rd Floor, San Francisco, CA 94111.
Your broker should not use the DTC number without first speaking with Cathy Kosley.
Tax Identification Number: 94‐0279770
This number substantiates that your gift is tax‐deductible.
Should you or your broker have questions, please do not hesitate to contact Elizabeth Phung, Development Operations Manager. Elizabeth can be reached at (415) 621-2493 x331. Click here to download a PDF of these instructions.