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 Morgan Stanley Wealth Management.


  1. Call the John Locke Foundation at 919-828-3876 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
4800 Six Forks Rd, Suite 220
Raleigh, NC 27609

Account number: 944-024582

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)