Gifts of Stock
You may be able to save on income tax and avoid capital gains tax by making a gift of appreciated securities to the MPT Foundation. When considering gifts of stock, we recommend you consult with your financial adviser.
If you would like to transfer your appreciated assets you can:
- Use our online tool to learn more about your potential savings and walk you through the process in less than 5 minutes; or
- Access our transfer information and work directly with your broker to transfer your stocks.
When making a gift of stock, please notify the MPT Foundation of your intention; this is the only way that we can ensure the gift will be credited to you. Simply contact Erin Chrest (email@example.com, 410-581-4057) with the name of the stock and the number of shares you intend to donate.
After notifying the MPT Foundation, provide the following information to your broker to complete the transfer:
US Bank DTC #2803
Reference Account #9479-021
MPT Foundation Gift Account
PLEASE INCLUDE DONOR NAME IN COMMENTS SECTION
Questions? Please contact Erin Chrest at 410-581-4057 or firstname.lastname@example.org