Donating securities to the Alzheimer's Association is a way to help defeat this terrible disease while receiving potential tax benefits. It is easy, safe and cost effective to transfer securities electronically into the Alzheimer's Association's account. Here are the simple steps:
- Please notify our development office in advance of stock transfers so that we can instruct our broker to accept delivery of your gift and acknowledge it properly for income tax purposes. You may e-mail, fax or mail the attached stock gift form to:
Attn: Dagmar Schildwach
2290 North First Street, Suite 101
San Jose, CA 95131
- Inform your broker that you would like to make a stock gift to the Alzheimer's Association. Provide your broker with the attached form or the following information:
Broker: Morgan Stanley Smith Barney
Account Name: Alzheimer's Association
Northern California and Northern Nevada
Account Number: 106-135237-188
DTC Number: 015
Stock Gift Form (1 Page)*
If you have any questions, please call Dagmar Schildwach at 1.408.372.9900.
* You will need Adobe Acrobat to view and print this form.
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