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Gifts of Securities
Making a gift to SOHO in the form of appreciated stock or mutual funds allows you to have an immediate impact on our work countywide while also possibly paying less in income taxes. As always, we recommend that you consult a tax professional with any specific questions.
STOCKS OR MUTUAL FUNDS DONATION INSTRUCTIONS
Step One: Donate Stock
Please provide your broker with the following information:
Name of Account: Morgan Stanley - The Rancho Santa Fe Group
Name of Broker: Jason Mubarak, Senior Vice President, (858) 613-8184
DTC Number: 0015
Account: 206044586036
Tax ID: 23-7104876
Step Two: Notify Us
When your stock or mutual funds are transferred to our account we do not receive any information that identifies you as the donor. We wish to ensure all gifts are properly received and acknowledged, so please email SOHOsandiego@aol.com or call (619) 297-9327 either before or after donating securities and provide the following information about the gift:
Name of the stock
Number of shares
Your name and address
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WAYS TO DONATE
Planned Giving
Special Funds
More ways to Support SOHO
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