Note: Information provided on this page should not be considered tax or investment advice. Please speak with a tax and or investment specialist if you have questions.
Donate Your Stock
One method of supporting the Carroll Center for the Blind is to give the gift of appreciated investments such as stocks, bonds or mutual funds.
Benefits of Donating Stock
- Contributing a gift of stock is easy.
- You gift of stock may allow you to avoid capital gains tax on the increased value of the stock.
- You may be able to take the current value as a charitable deduction. Note: Your gift will be counted on the date the stock is transferred, and must be made by December 31 in order to be counted as a charitable deduction for this year.
Brokerage Account Information to Donate Your Stock
If you would like to donate your stock to Carroll Center for the Blind, please contact your broker with the information below and have the stock transferred to our account.
Brokerage Firm: Morgan Stanley, Norwell, MA 02061
Financial Advisor: Christopher Dewey or Frederick Hussey
Carroll Center Tax ID: Tax ID 04-2106173
To Transfer Securities:
FBO: The Carroll Center for the Blind, Inc.
Account Number: 447039720
After you donate your stock, please notify Carroll Center so that we may be aware of your gift. Contact Angela Haynes, Director of Development, at 617-969-6200 x213.