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Stocks and Securities Giving

Your donation to support the Catholic Foundation of Eastern Washington (CFEW) is greatly appreciated. This form will inform the CFEW team of your incoming transfer and let us know the endowed fund you would like us to direct the gift to. Below are the instructions for transfer of U.S. stocks or securities.

CFEW works with Morgan Stanley.
Account #: 111-106768
DTC: 0015

Primary Contact at Morgan Stanley:
Name: Amelia O’Brien
Email: [email protected]
Phone: (509) 455-6096

CFEW Federal Tax ID: 91-1137628

Please note that filling out the form below DOES NOT initiate the gift. The gift occurs when your broker or bank notifies Morgan Stanley and transfers the stocks or securities.
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- DONOR INFORMATION
- First Name REQUIRED Please fill out this field. Please enter valid data.
  
  Last Name REQUIRED Please fill out this field. Please enter valid data.
- Email REQUIRED Please fill out this field. Please enter an email address.
- Phone Number REQUIRED Maximum 20 characters Please fill out this field. Please enter a phone number.
- Street Address REQUIRED Please fill out this field. Please enter valid data.
- City REQUIRED Please fill out this field. Please enter valid data.
  
  State REQUIRED Please fill out this field.
  
  Zip REQUIRED Please fill out this field. Please enter a zip code.
- TRANSFER INFORMATION
- Ticker Symbol Please enter valid data.
- Security Name Please enter valid data.
- Number of Shares Please enter valid data.
- DONATION ALLOCATION
- Direct my gift to endowment
  If you are unsure of the endowment(s) you would like your gift allocated to leave this field blank and someone from a CFEW team member will reach out to you.
  Please enter valid data.
Submit

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Give Stocks or Securities

TRANSFER INFORMATION

DONATION ALLOCATION