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: 067-116788-176
DTC Clearing #: 0015
Clearing Firm: Morgan Stanley
Broker Address: 1747 Pennsylvania Ave. NW
Suite 900
Washington, DC 20006

Please advise your broker to include your full name and address when initiating the transfer. Without this information, it is possible that we would be unable to send an acknowledgment letter for your gift.

You can also email [email protected] to notify us directly that you have initiated stock transfer.

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:

4301 Wilson Blvd., Suite 300
Arlington, VA 22203

For questions about making a gift of stock, email [email protected] or call 703-524-7600.