Gifts of Securities
Many CRI donors who elect to make gifts of securities work closely with their financial advisors to establish a regular annual distribution schedule, particularly if they are giving to more than one charitable organization. In this way, you can be assured that your investments are being well managed and that your wishes are being honored.
To transfer securities to CRI, your advisor may need this information:
Agent: Susan Kingsolver
Bank Name: Morgan Stanley Private Wealth Management
Phone Number: (212) 893-6368
Fax Number: (212) 893-6370
DTC Number: 0015
For Further Credit to: Cancer Research Institute
Account Number: 654-118365-226
Tax ID Number: 13-1837442
When you make a gift of securities, we ask that you please also notify us that you've done so. This will enable us to acknowledge your donation and provide a receipt for tax purposes more rapidly.
Have questions or need assistance?
If you would like to donate securities, please contact our chief financial officer, Alfred Massidas at (212) 688-7515 x237 or firstname.lastname@example.org.