Thank you for considering making a gift of stock to Breakthrough Silicon Valley! Below are instructions and account information for you to share with your broker. We are a 501(c)(3) tax-exempt organization and our federal tax identification number is 26-2168102. You can donate appreciated stocks, bonds or mutual funds, and your gift is tax-deductible as allowed by law. Please consult your tax advisor with regards to any potential capital gains taxes.
Additionally, since stock gifts often come through anonymously, please complete the form below after you make a contribution so we can ensure your gift is properly tracked, received and accounted for.
If you have any questions, please contact DeAndra Hicks, Director of Development, at firstname.lastname@example.org or call our main office at (408) 287-6357.
Primary Account at Morgan Stanley
Account Name: Breakthrough Silicon Valley
DTC Clearing #0015
Account Number: 714-011045-330
Contact at Morgan Stanley
Morgan Stanley Wealth Management
800 Newport Center Drive, Suite 500
Newport Beach, CA 92660
(949) 717-5457 (Direct)
(949) 717-5384 (Fax)