Donor-Advised Funds and Gifts of Securities

Donor Advised Funds

Please contact your financial institution directly.

Health Equity International’s Tax ID number is 04-3067595.


Most donors are able to claim a charitable deduction for the full market value of the stock and avoid capital gains taxes that would normally be due upon the stock’s sale. For information on the potential benefits relating to your specific situation, please consult a qualified tax attorney or financial planner.

The best way to give stock to Health Equity International is to have your broker transfer your securities directly to our account. In order to ensure that your gift is accurately processed and promptly acknowledged, please contact us in advance with your name, and the type and estimated value of the shares that you are donating. You may also wish to send us a copy of the letter of authorization from your broker. Contact Health Equity International’s development team at 617-244-9800 to inform us of your plans.

Please provide your broker with the following information:

Health Equity International’s Broker: Morgan Stanley
Account Name: Health Equity International
Account Number: 486-218727-299
DTC Number: 0015

Broker Representative: Craig Lewis 
Direct line: 617-478-6462
Fax: 617-946-5104

Broker mailing address:
Morgan Stanley
Attn: Craig Lewis 
125 High Street, 24th Floor
Boston, MA 02110

Stock certificates

If you hold stocks or bonds in certified form, you may send the certificates by certified mail (with return receipt requested, if you would like to receive proof of its delivery). Do not endorse the certificate.

In a separate envelope that can be mailed with regular postage, send us one stock power for each stock certificate. Health Equity International can provide a stock power (please contact us to request one), or your broker can provide one for you. Please sign the stock power as your name is listed on the stock certificate. Please include a dated letter that describes the stock and contains your signature as it appears on the stock power and stock certificate. Upon receipt, your stock gift will be recorded and the certificate sent to our broker for immediate disposition.

Bonds and mutual funds

Health Equity International gladly accepts most bonds and mutual funds. However, sometimes special arrangements must be made to ensure a smooth transfer. Please contact us if you would like to make a donation.

Contact us

For more information about donor advised funds, gifts of stock, bonds, or mutual funds, please contact us at 617-244-9800. Additionally, you can send us information by fax at 617-244-9805.

To send correspondence via mail:

Health Equity International
40 Glen Ave.
Newton, MA 02459