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Stock Gift Instructions

Thank you for helping to promote Judeo-Christian moral values, and to reduce destructive behaviors contrary to those values, through education, active community partnership, and individual empowerment at the local, state and national levels.  A stock gift is a great way to fully maximize the value of your investment by avoiding capital gains taxes while making a significant gift.

The simplest way to make a stock gift is to contact your broker and electronically transfer the stock from your account to our account at Morgan Stanley Smith Barney.

Electronic Transfer

1. Call Citizens for Community Values at 513-733-5775.
2. Provide your name, your phone number, the name of the stock you are giving, and the number of shares.  (This insure your gift will be recorded properly).
3. Call your broker and ask him/her to transfer your stock electronically to CCV’s Account at Morgan Stanley Smith Barney.

Morgan Stanley Smith Barney
Attn: Mr. William “Chip” Wagner
4030 Smith Road, Suite 200
Cincinnati, Ohio 45209
Phone: 513-579-8300
CCV’s Account Number: 79K-05646-1-9-009
CCV’s DTC Number: 418
CCV’s Tax Exempt#: 31-249265