To Make Your Donation by Mail:
Breakthrough Challenge
14 W. Highland Ave
Philadelphia, PA 19118
Tax ID: 46-5471970
Be sure to include the Breakthrough Challenge fundraising participant, and/or fundraising team, on your check.
To Make a Stock Transfer:
The Breakthrough Challenge has established an account at Morgan Stanley to facilitate two specific gifting strategies: (1) Donation of appreciated securities & (2) Qualified Charitable Donations from retirement accounts. From a tax perspective, these may be superior to cash gifts. We strongly encourage donors to consult with their tax advisors about their specific situation.
If you have questions about how to gift your securities to the Breakthrough Challenge, please contact:
Thomas M. Hall, CFP®, QPFC®
thomas.hall@morganstanley.com
First Vice President, Financial Advisor
The Atherton Centre Group at Morgan Stanley Wealth Management
720 S. Atherton Street | State College, PA 16801
814-861-1702
NMLS # 534145
