Gifts of Stock
A donation of appreciated securities maximizes tax savings, and you receive a tax deduction for the fair market value of donated securities. Lighthouse has established a brokerage account for the Lighthouse Beacon for Youth Foundation, which supports Lighthouse Youth Services’ programs. Securities must be transferred directly to this account. You may contact Lighthouse’s representative, Gregory B. Wells, at Morgan Stanley at 513-762-5367.
* The foundation’s full legal name is “Lighthouse Beacon for Youth Foundation, Inc.”
* The foundation’s Federal Tax Identification Number (EIN) is 30-0196366.
* The securities transfer account number is DTC#0015.
* Lighthouse’s account number at Morgan Stanley, which must be referenced, is 285-070172.
For more information on how to make a gift of stock to Lighthouse or to let us know you are planning to or already have made a stock gift, please contact Lighthouse’s Development Director, Jessica Wabler, at firstname.lastname@example.org or 513-487-7101.