Make a Mutual Funds & Special Securities Gift to CLS

Transferring securities held long term to Christian Legal Society (CLS) allows you to make a gift and receive a charitable deduction equal to the full, fair market value of the securities.

It’s a win-win! You pay no capital gains on your gift and neither does CLS.

Avoid selling the assets and then making a gift of the proceeds, because this will trigger a capital gains liability for you.

The process is fairly simple to support CLS with a gift just contact your broker and electronically transfer the stock from your account to CLS’ account at Morgan Stanley.

Mutual Funds & Special Securities (including private stock, tendered stock and restricted stock)
Instruct your broker to transfer special securities to the address below. For special securities, submit a completed letter of instruction and your most recent mutual fund statement to the address below.

Morgan Stanley 
C/o The Veridical Group 
702 King Farm Blvd Suite 500
Rockville, MD 20850
(301) 556-2370
DTC # 0015

For the benefit of Christian Legal Society (083-036199)

Please notify CLS at (703) 642-1070 ext 503| psmith@clsnet.org of the transaction or to receive assistance.