Make a gift of assets and equities
Donating stocks and appreciated securities is an excellent tax strategy for charitable giving. You can receive an income tax deduction for the full market value of the shares you give to the American Battlefield Trust, and usually avoid all or part of any capital gains tax.
Your broker may transfer stocks or securities directly to the American Battlefield Trust.
Stock Transfer Information
**Please ask your broker to include your name, address and telephone number when transferring the specific gift to the American Battlefield Trust so we may acknowledge your generous gift and send you a letter for your tax records.
The American Battlefield Trust's Broker is:
Team Freiman
Morgan Stanley
1747 Pennsylvania Ave NW, Ste 900
Washington, DC 20006
Email: Steven.Freiman@morganstanley.com
Direct line: 202-778-1579
Fax: 202-905-2986
DTC Instructions
Morgan Stanley
DTC#: 0015
Account Number: 067-022635-101
Incoming Wire
- Bank: Wells Fargo Bank, 333 Market Street, San Francisco, CA 94105
- ABA for Wire and ACH Number: 121000248
- SWIFT/BIC Code: WFBIUS6S
- Account Number: 4295327969
- Beneficiary Account Name: American Battlefield Trust Operating Account
- Reference: Please include identifiable information in the description of your wire transfer.
Questions? Contact Us
- Mark Borcherding, Chief Financial Officer
mborcherding@battlefields.org
202-367-1861 x 7210 - Ben Cote, Development Assistant
bcote@battlefields.org
202-367-1861 x 7420
The American Battlefield Trust is a 501 (c) 3 charitable organization. Our federal ID number is 54-1426643
Disclaimer: This information is not intended as legal or financial advice. Please consult an attorney or financial consultant. References to estate and income tax include federal taxes only; individual state taxes vary and may have further impact on results.
