Donate Marketable Securities
Shin Shin Educational Foundation (SSEF) accepts donations in the forms of securities, such as, stocks, bonds, mutual funds, and any other kind of marketable securities. Please prepare the information you need: share symbol, share quantity, and where the shares are holding at.
Please contact SSEF’s CFO to express your wishes and donation plan:
Weiwei Yang (Chief Financial Officer)
Please contact Morgan Stanley Financial Advisor to deliver your shares (manually or electronically) to SSEF’s Account. :
Vice President – Portfolio Manager
Phone: 650-496-3919 or 650-867-7568
Please contact your CPA for the tax benefits of making donation in the forms securities, such as, stocks, bonds, mutual funds, and any other marketable securities.
Based on SSEF’s policy, the securities you donated will be sold at the market price upon the shares reaches to SSEF’s account. For SSEF’s accounting, the value of the donation will be the net proceeds settles in the account. Donors should consult your own CPA for the tax deductible amount from your donations in the forms of securities.