Mutual Funds and Special Securities Gift

Make a Mutual Fund or 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| [email protected] of the transaction or to receive assistance.

Do You Need Help?

Christian Legal Society offers legal assistance for those in need through CLS’ network of Christian Legal Aid clinics and Christian Attorneys’ directory. CLS’ Center for Law & Religious Freedom is also available to address issues related to the infringement of religious freedom.

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