Securities Gifts

Stock that has increased in value is one of the most popular assets used for charitable giving and may help you mitigate capital gains tax.

To transfer stocks, bonds, and securities:

• Write to your broker directing them to transfer the securities for the benefit of: 

  Multnomah University
  Account Number 181-028059-132
  Morgan Stanley Smith Barney
  4800 SW Meadows Road, Suite 400
  Lake Oswego, OR 97035

• Notify the Advancement Department at Multnomah of your actions 503.251.6465 or 800.352.4253

(If it is a mutual fund, please instruct the broker to contact the business office at 503.251.5346 to set up an account)

Brokerage Firm:
Morgan Stanley Smith Barney, LLC
Phone: 888.771.0705

Important Information:
Multnomah's Tax ID number: 93-0398802
DTC #0015