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Planned_Giving

How to Transfer a Gift of Stock to NAMI

For Transfer Directly to our Broker:

Name: NAMI
Account Number: 504-116788-425
DTC Clearing #: 0015
Clearing Firm: Morgan Stanley Smith Barney, LLC
Broker Address: 1850 K Street, NW, Suite 900
Washington, DC 20036

***Please include Donor Name

For Transfer Directly to NAMI:

Send the unsigned stock certificate by registered mail or by some other mail method that can be tracked. Then in a separate mailing (do not mail with the stock certificate) send the signed stock power. Both envelopes should be addressed to:

Peggy Steadman
NAMI
3803 N. Fairfax Dr., Ste. 100
Arlington, VA 22203

If you have questions, or need assistance with regard to a gift of stock or other securities, please call NAMI’s Development Office at 1-888-999-6264, extension 7970.

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    • NAMI
    • 3803 N. Fairfax Dr., Suite 100
    • Arlington, Va 22203
    • Main: (703) 524-7600
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    • Member Services: (888) 999-6264
    • Helpline: (800) 950-6264