How to Give Stock to Meals On Wheels Atlanta

So no Atlanta area senior
is hungry, cold or forgotten.
How to Give Stock
to Meals On Wheels Atlanta
Thank you for your support of Atlanta’s older adults! Here is our easy two-step process for donating
stock to Meals On Wheels Atlanta. If you have any questions, please contact Kate Grinalds at 404-5742307.
Step 1
Instruct your firm to make your gift by transferring stock to the following account.
Account Name:
Firm:
Account Number:
DTC:
Sr. Citizens Services of Metro Atlanta
MorganStanley SmithBarney LLC (1-888-454-0555 or 1-877-357-0888)
785-234534-301
0015
Step 2
Provide the following information to Kate Grinalds, Senior Director of Development, via email
([email protected]), mail (1705 Commerce Drive NW Atlanta GA 30318) or fax
(404-352-0595).
Date: ______________________________
Donor: _________________________________________________________________ Phone: _________________________
Delivering Firm: ________________________________________________________________________________________
Contact: ________________________________________________________________ Phone: ________________________
Name of Stock: _________________________________________________________ Number of Shares: __________
Is this gift in response to a specific request (mailer, event, etc)?
___________________________________________________________________________________________________________
____________________________________________________________________________________________________________
Your contribution will be recognized with a receipt from Senior Citizen Services of Metropolitan Atlanta d/b/a Meals
On Wheels Atlanta (EIN 58-0960309). Details on the deductibility of your stock donation can be found on the IRS website
at http://www.irs.gov/instructions/i8283/ or by consulting your tax advisor.
Office use only
Date received: __________________________
Average value on date: ______________________________