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Donating Stocks and Securities as Charitable Contributions

Orbis encourages charitable donations of stock and mutual funds. By donating appreciated securities, you may be able to avoid capital gains taxes and make a larger gift at a lower original cost. As a registered 501(c)(3) charitable organization, Orbis can sell stocks or mutual funds without tax consequences.

Kiplinger's financial website has more information to help you decide whether it is better to donation stock or cash to charity. The Motley Fool also has general information on charitable contributions of stock. Please always consult your own tax planner or financial advisor before making such donations.

Follow these steps to make a gift:

If your financial services provider holds securities (including mutual funds) for your account, ask that the securities be electronically transferred to the following broker where Orbis (a.k.a. "Project Orbis International") has an active account:

Brokerage Name:                      Morgan Stanley Smith Barney
For the Benefit of:                     Project Orbis International, Inc.
Orbis Account Number:          476-081362-064
Broker DTC Number:              0015
Contact:                                      Account Transfers Department: Phone: 201-830-7870                              

The gift is complete on the date that the stock is instructed to be transferred to the Orbis broker. The value of your gift will be the mean value of the stock on the transfer instruction date. 

Please notify us as soon possible so we can track your gift and thank you as soon as possible. Please contact Stephanie Huggins, Development Manager, at 646-674-5576 or Stephanie.Huggins@orbis.org.