Stock Gifts
Make a Gift of Stock to Cancer Lifeline
Cancer Lifeline welcomes gifts of stock in support of our free programs and services.
How to donate stock
To transfer ownership of stock to Cancer Lifeline, you’ll need to work both with your broker (or financial advisor) and us. Contact your broker to begin the transaction, and then contact Cancer Lifeline to let us know your plans. For your convenience, please see the stock contribution form to help with this process.
Information for your broker
The information your broker will need is 1) the name of the company whose stock you wish to transfer, and 2) the number of shares. They’ll also need information about Cancer Lifeline’s brokerage account at Morgan Stanley Smith Barney:
DTC number: 0418*
Broker: Corey Hansen
Telephone: 425-451-3333
FAX: 425-453-5802
Morgan Stanley Smith Barney
500 108th Ave NE
Suite 1900
Bellevue, WA 98004
* Please note: If the stock is already in a Legacy Smith Barney account, it can be transferred to Cancer Lifeline’s account by providing a letter of authorization to Mr. Hansen either by mail or FAX, signed by all account owners, rather than using the DTC number.
Information for Cancer Lifeline
While your brokerage firm can assist you with the transfer, for legal reasons they can’t reveal your identity. Cancer Lifeline will need to hear from you directly so we can confirm and acknowledge your gift.
You can provide this information to us by telephone or by sending the stock contribution form to us by e-mail, FAX, or mail:
Telephone: 206-832-1272
E-mail: kfleming@cancerlifeline.org
FAX: 206-297-2200
Mail: 6522 Fremont Ave N, Seattle WA 98103-5358

