The Endowment Fund gives donors an opportunity to invest in the long-term success of PACT and their programs. Morgan Stanley is serving as custodian for the Endowment Fund.
Transfer procedures differ depending upon the type of security donated.
If you are donating a security, please verify with your broker that the stock is eligible for electron deliver over the Depository Trust Company (DTC) system. This works for most stocks, but some securities have specific transfer instructions. If you plan to make a donation of restricted stock please be sure to include that information in your email as we can provide specific instructions for restricted stocks.
Please note that all donations of securities will be liquidated upon delivery to PACT. Restricted stock will be liquidated as soon as the restriction period has expired. Please consult with your tax advisor before making a large charitable donation to any charity.
Please be sure to notify (PACT) of any charitable donation of securities so that your donation can be properly documented.
PACT Endowment Fund Stock Giving Instructions
Your broker may electronically transfer the gift directly to our account at Morgan Stanley Smith Barney as follows:
DTC #0015 Morgan Stanley Smith Barney LLC
FBO: Partners Against Child Trafficking
Contact: Pamela Dunn of Graystone Consulting Austin – Ph. 512-469-3449
It is important that you (or your broker) alert us via PHONE 512.410.8080) or E-Mail (firstname.lastname@example.org) that the gift is being transferred to our account, as the stock will arrive in our account without identification. Please include a mailing address where we can send a tax receipt.
Please contact Rick Naylor at email@example.com or 512.410.8080 with any questions