Donate stocks

Stock donations can make charitable impact even if you don't have excess cash flow. Your gift will help men and women trapped by the crippling reality of poverty and homelessness.

Remember, if your stocks have appreciated in value since you purchased them, you'll avoid capital gains tax.

Do you have questions? Please get in touch with our Donor Relations Team — 206.723.0767 x428 or donorrelations@ugm.org.

Are you ready to donate stock? Please notify the Mission of your stock donation.


How to donate stocks

Electronic Transfer

Transfer from account held at a brokerage firm other than Morgan Stanley 

DTC Clearing Number 0015
For Benefit of Seattle’s Union Gospel Mission
Acct. #: 108-034107-777 

When you have decided on the gift and regarding any Designation for Use of Funds for a specific program or department within the Mission, please contact your Donor Officer or Steve Carr (contact data below) to let us know what stock you are donating so we can properly match it to our account.

Internal Transfer 

Transfer from Morgan Stanley account

Signed Journal Authorization form signed by all owners on the account, referencing the “from” account number, “to” Seattle’s Union Gospel Mission account 108-034107-777, and designating the name of security and amount to be donated.  


Notify the Mission of your stock donation

Please use the form below to notify Seattle's Union Gospel Mission of your intent to transfer stock.

1. Contact Information

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If you respond and have not already registered, you will receive periodic updates and communications from Seattle's Union Gospel Mission.

 

What's this?

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Question - Not Required - Transfer Date




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Contact information

Morgan Stanley

Fortunato Vega, Financial Advisor
601 Union Street, Suite 2900
Seattle, WA  98101
Phone: 206.336.1611
fortunato.vega@morganstanley.com

Seattle's Union Gospel Mission

Steve Carr, Chief Financial Officer
P.O. Box 202
Seattle, WA 98118-0202
Phone: 206.432.8410
Fax: 206.723.2276
scarr@ugm.org