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.
This free resource makes it simple to get started. You can learn more about your potential tax savings, access our DTC information, and complete the necessary paperwork online to support the Cancer Research Institute with a gift of stock.
Learn more and access our transfer information here
To transfer securities to CRI, your advisor may need this information:
Brokerage Name: Morgan Stanley Private Wealth Management
Account No.: 235-172449
DTC: 0015
Contact Name: Sean McDermott
Contact No.: 1-212-503-1112
Fax No.: 1-212-503-1166
EIN No.: 13-1837442
Whether making a gift of securities, we ask that you please also notify us that you've done so by emailing us at donations@cancerresearch.org. This will enable us to acknowledge your donation and provide a receipt for tax purposes more rapidly.
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.
Do you have questions or need assistance with making a donation? Please contact our chief financial officer, Alfred Massidas, at 1-212-688-7515 x237 or amassidas@cancerresearch.org.