Gifts of Stock and Securities

A gift of appreciated stock or securities will go a long way to help the Simon Wiesenthal Center, as well as provide you with a significant income tax deduction for the full market value of the stock. The following instructions will help you facilitate a gift of stock or securities. (Note: To receive the full tax benefit, stocks must be transferred to the Simon Wiesenthal Center before they are sold):

Notification of Donor Intent

For the purposes of proper acknowledgment and auditing, either the transferring broker or you must provide the following information:

- Your name and complete address

- The number of shares and name of stock or securities transferred

Lori Tessel
Phone: 800.900.9036 / 310.772.2426
Fax:    310.772.7651
E-Mail: ltessel@wiesenthal.com

Securities Delivered Electronically

The following information will enable your broker to facilitate an electronic transfer of stock or securities:

 

Brokerage:	Morgan Stanley 9665 Wilshire Blvd. Suite 600 Beverly Hills, CA 90212
DTC Number:	0015
Account Name:	Simon Wiesenthal Center, Inc.
Account Number:	238-060490-680
Contact	David Doll
Phone	310.285.4881
email	david.e.doll@morganstanley.com

For more information, contact:

Lori Tessel
Director of Development, Western Region
310.772.2426 / 800.900.9036
ltessel@wiesenthal.com