Donate Stock & Securities

Donating stocks and appreciated securities is an excellent tax strategy for charitable giving. You can receive an income tax deduction for the full market value of the shares you give to the American Battlefield Trust, and usually avoid all or part of any capital gains tax.

Your broker may transfer stocks or securities directly to the American Battlefield Trust.

Stock Transfer Information

**Please ask your broker to include your name, address and telephone number when transferring the specific gift to the American Battlefield Trust so we may acknowledge your generous gift and send you a letter for your tax records.

The American Battlefield Trust's Broker is:

Team Freiman
Morgan Stanley
1747 Pennsylvania Ave NW, Ste 900
Washington, DC 20006

Email: Steven.Freiman@morganstanley.com
Direct line: 202-778-1579
Fax: 202-905-2986

DTC Instructions

Morgan Stanley
DTC#: 0015
Account Number: 067-022635-101​

Incoming Wire

Bank: Citibank, New York
ABA: 021000089
Account Name: Morgan Stanley
Account Number: 40611172
Account Address: 1300 Thames St Baltimore, MD 21231
For Further Credit to: American Battlefield Trust – 067-022635-101

Questions? Contact Us

• Mark Borcherding, Chief Financial Officer
  mborcherding@battlefields.org
  202-367-1861 x 7210
• Courtenay Fain, Philanthropic Advisor
  cfain@battlefields.org
  202-367-1861 x 7238

The American Battlefield Trust is a 501 (c) 3 charitable organization. Our federal ID number is 54-1426643

Disclaimer: This information is not intended as legal or financial advice. Please consult an attorney or financial consultant. References to estate and income tax include federal taxes only; individual state taxes vary and may have further impact on results.