Appreciated stock is a tax-deductible gift. 

Appreciated stocks are a meaningful donation

Gifting stock is a great way to support research that makes a difference. Donors also receive financial benefits:

  • Donate appreciated stocks, bonds, or mutual funds with ease
  • The total value of the stock is tax-deductible upon transfer
  • There is no obligation to pay any capital gains taxes on the appreciation

Note: Individual situations vary so donors should consult their advisors

If you need assistance making a donation of stocks, bonds or mutual funds, contact us by email or phone at 833-281-7165, ext. 2. We typically respond to messages within one hour.

How to donate stock to ARI – the steps:

Step 1: Initiate the transfer

Contact the institution where your stocks are held and let them know you’d like to transfer the shares to the Autism Research Institute account at Morgan Stanley. You may need the following codes:

  • DTC Number: 0015
  • For the Benefit of: Autism Research Institute
  • Brokerage account number:  878-012642-035
  • ARI’s Employer Identification Number (EIN)/Federal Tax Identification Number (TIN) is 95-2548452

For technical questions regarding the transfer, contact Jennifer Generoso at Morgan Stanley: (212) 296-0189

Physical certificates: A gift of stocks, mutual funds, or bonds in certificate form may be forwarded to:

Morgan Stanley
1 New York Plaza, 39th Floor
New York, NY 10004

Reference:
AUTISM RESEARCH INSTITUTE
4182 ADAMS AVENUE
SAN DIEGO CA 92116
For Account #: 878-012642-035

Step 2: Notify ARI your gift is on its way 

Stock donations transferred to ARI’s account aren’t accompanied by donor information. We want to be sure we can acknowledge your charitable donation of stock and send you a tax receipt, so please be in touch. There are three easy options to report your stock gift details. You can either:

    • Submit this gift information online using our Online Stock Gift Notification form below

OR

OR

  • Download our printable Stock Donation Declaration Form, and
    • Send the completed form to Rebecca McKenney via fax at 619-563-6840 or scan and email it to her at [email protected];
    • Mail the completed form to: Autism Research Institute, 4182 Adams Avenue, San Diego, CA 92116

As soon as your stock donation gift is identified, we’ll send you an acknowledgment letter by mail.

Stock Donation Notification

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