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chapter 7

Wealth Transfer

Donating restricted stock can bring many benefits — both to you and to the charity — and can help you and your family have an enduring impact on communities and future generations. For instance, you can make contributions without tapping cash reserves or liquidating other assets.

As a result, you may be able to make a significantly larger contribution to a favored cause than you would otherwise have been able to make if the gift was in cash. Gifts to qualified charities are exempt from gift tax and remove these assets from your estate. In addition, they may qualify for current charitable income tax deductions. Morgan Stanley’s high-touch support can provide guidance with various aspects of your philanthropic giving strategies for restricted or controlled stock. However, you should consult your company’s counsel to ensure adherence with varied regulatory rules.

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