Mary’s Success Story
“Not only has Ways to Work helped me with my finances, but this program has helped me with my life. I’m such a better parent.”
Mary – Ways to Work Client
Increasing numbers of donors are making gifts to HumanKind using appreciated securities including stock, bonds, and mutual funds. Gifts of appreciated securities are put to work immediately for unrestricted support, to fund a specific project, or to be invested as permanent endowment.
Donations of securities offer two tax advantages. First, the full fair market value of the stock is fully tax deductible. Second, donors avoid capital gain taxes by transferring stock directly to HumanKind.
The quickest and safest way to donate securities is to ask your broker to make a transfer from your account to Jodie Wertz at Morgan Stanley. Please instruct your broker to include your name in the subject line of the transfer so that you will be identified as the donor.
To make a DTC transfer, please follow these steps:
Firm: Jodie Wertz at Morgan Stanley
Account Name: Presbyterian Homes and Family Services, Inc.
Account Number: 934105765