Gifts of Stocks or Securities

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Gifts of securities are a great way to support The Painted Turtle while providing you with a tax deduction for the current, full market value of the securities. There are three main types of securities that can be donated to camp: publicly traded stock in a corporation, shares in a mutual fund, or bonds. A gift of securities is often advantageous to the donor who owns stock with a low yield, have been held long-term, and have increased in value.

If you would like more information on making a gift of securities or if you need transfer instructions, please contact Sue Mathews at suem@thepaintedturtle.org or 310-451-1353 x124.

To make a gift of stock please notify your broker and provide the following information:

Drew Zager at Morgan Stanley, 310-788-2130 (our broker)
Identifying #: DTC 0015
Account #: 812-016292
Account Name: The Painted Turtle

The Painted Turtle is a nonprofit 501(c)(3) organization with Federal Tax ID# 95-4612481. All charitable contributions are tax-deductible to the extent allowed by law.