Gift Stock

Gifting shares of stocks or mutual funds is a great way to give back to our investment education organization.

A gift of stock can be accomplished by following these three steps:

Step 1 - Initiate the Stock Transfer

Securities can be gifted to NAIC/BetterInvesting either via electronic transfer (in which your broker transfers shares using the NAIC/BetterInvesting DTC number) or by physically mailing the paper certificates to NAIC/BetterInvesting. Electronic transfer is preferred, but either method is welcome. For either method, it is necessary for you to contact your broker to initiate the transfer. Click here to download a sample donation letter for this purpose.

Step 2 - Notify NAIC/BetterInvesting by Providing the Information Below

Please Note: We are requesting the following information so we can be on the lookout for (and confirm receipt of) your gift. We wish to prevent a situation in which we haven’t received your gift, yet you think we have.

Step 3 - Send the Securities to NAIC/BetterInvesting

If sending electronically:

Ask your broker to donate through E*Trade from Morgan Stanley

DTC # 0015

For account # 771 629490

Account name: National Association of Investors Corp.

Address Information:
   Morgan Stanley Smith Barney
   PO Box 484
   Jersey City, NJ 07303-0484

If sending by registered mail:

Mail your UNENDORSED certificate(s) with a completed Stock Power Form by registered mail, to:

    P.O. Box 220
    Royal Oak, MI 48068 USA

NOTE: Certificates already registered in the name of the NAIC/BetterInvesting do not require a stock waiver or stock power for execution of the transfer.

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