Legacy Giving: Gifts of Stock

We encourage you to speak with your financial advisor about how to manage your stock gifts!

To make a gift of stock to the Valerie Sivinski Endowment, please contact Morgan Stanley with your name and the information below.
DTC: 0015
Account Name: Washington Trust for Historic Preservation
Account Number: 135-021735-182
Memo: [Please note your full name in the Memo field of your stock transfer in order for the Washington Trust to acknowledge your gift.]

To make a gift of stock benefiting the stewardship of the Stimson-Green Mansion, please contact Morgan Stanley with your name and the information below.
DTC: 0015
Account Name: Washington Trust for Historic Preservation
Account Number: 135-899222-182
Memo: [Please note your full name in the Memo field of your stock transfer in order for the Washington Trust to acknowledge your gift.]

The value of your gift is the value upon transfer to Morgan Stanley. Under current tax laws, the full fair market value of stock and bonds may be deducted when a gift of stock is made.

If you’re making a stock gift, let us know by contacting Development Director Kristy Conrad at 206-624-9449 or kconrad@nullpreservewa.org.

Return to our Legacy Giving main page.