Instructions for Gifts of Securities
A gift of publicly-traded securities can have tax advantages to the donor as well as support the mission of Direct Relief. Please consult your tax advisor. Should you choose to gift shares, please notify Direct Relief at (805) 964-4767 of the transfer so that we may properly credit your donation. Direct Relief will then send you an acknowledgement letter showing a description of the securities and the date the transaction took place.
Gifts may be made in the following manner:
Securities held by a broker:
Send a letter of authorization to your broker giving instructions to transfer the securities to:
Morgan Stanley Smith Barney LLC
1111 Coast Village Road
Montecito, CA 93108
(805) 565-4447
DTC #0418
F/C Direct Relief #53B-03210-10-922
The transaction is complete when the securities are deposited into Direct Relief’s account, not the day the letter of authorization is delivered.
Certificates Held by Donor:
Deposit the actual certificates into your brokerage account with a letter of authorization giving instructions to transfer the securities to:
Morgan Stanley Smith Barney LLC
DTC #0418
F/C Direct Relief #53B-03210-10-922
If you do not have a broker, please contact Direct Relief International directly at 805-964-4767 and we will work with you as to how we can best handle the transfer of your securities.
The transaction is complete when the securities are deposited into Direct Relief’s account, not the day the letter of authorization is delivered.
Please notify Direct Relief of the transfer so that we may send you proper credit for your donation. Direct Relief will then send you an acknowledgement letter showing a description of the securities and the date the transaction took place.
The sale or retention of the securities shall be at the discretion of Direct Relief.