How to Make a Gift of Stock to the John Locke Foundation:

Electronic Transfer

The simplest way to make a gift of stock is to contact your broker and electronically transfer the stock from your account to our account at TD Ameritrade.

Steps:

  1. Call the John Locke Foundation at 866-JLF-INFO to let us know that you would like to make a gift of stock.
  2. Provide your name, your phone number, the name of the stock you are giving, and the number and type of shares you are transferring (e.g., 20 shares of Microsoft). It is important we have this information so we can verify the transfer was completed and credit you with your tax-deductible donation.
  3.  Call your broker with the information below and ask your broker to make the transfer to our account at Morgan Stanley Wealth Management

Name on account:

John Locke Foundation
200 W. Morgan, #200
Raleigh, NC 27601
919-828-3876

Account number: 944-024582-236

Bank information:
Morgan Stanley Wealth Management
DTC # 0015

North Carolina Brokerage Service Firm:

Morgan Stanley Wealth Management
The Sizemore Group
3737 Glenwood Ave., Ste 320
Raleigh, NC 27612
919-571-6160 (phone)

866-811-0627 (toll-free)

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About John Locke Foundation

We are North Carolina’s Most Trusted and Influential Source of Common Sense. The John Locke Foundation was created in 1990 as an independent, nonprofit think tank that would work “for truth, for freedom, and for the future of North Carolina.” The Foundation is named for John Locke (1632-1704), an English philosopher whose writings inspired Thomas Jefferson and the other Founders.

The John Locke Foundation is a 501(c)(3) research institute and is funded solely from voluntary contributions from individuals, corporations, and charitable foundations.