How to Gift Stock to the Leonidas FoundatioN

Thank you for considering a stock donation to the Leonidas Foundation! Gifting stock is a meaningful way to support our mission while potentially enjoying tax benefits. Follow these steps to make your donation:
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STEP 1

Notify Your Broker

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Provide your broker with our account/transfer information:

Account Number: ​414-057213-129
​​DTC Number: 0015
Institution Name: ​Morgan Stanley
Name: ​The Leonidas Foundation Inc.
EIN: 81-3116420

STEP 2

Notify Us

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To ensure we can properly acknowledge your generous gift, please email us at [email protected] with the following details:
    •    Your name and contact information
    •    The name of the stock and the number of shares being transferred
    •    The approximate date of the transfer

STEP 3

Complete the Transfer

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Your broker will use the information provided to complete the transfer.

Once the transfer is complete, you will receive an acknowledgment letter from us for your records and tax purposes.

If your broker has any questions or needs assistance with the transfer, they can contact:
Jim O’Hara
First Vice President
Email: [email protected]
Phone: 973-660-4735

​If you have any questions or need further assistance, please don’t hesitate to reach out to us at [email protected].
​Thank you for your generosity and for helping us empower the next generation of leaders!