An investment gift is a donation of appreciated stocks, securities, or mutual funds. These gifts can support Morris Animal Foundation’s mission today while providing you with potential tax advantages — such as avoiding capital gains tax on appreciated assets.
You can transfer stocks or securities electronically through your broker.
Use the Stocks & Securities Donation Form to provide your broker with the following delivery information:
Receiving Firm: BNY Mellon (DTC Participant) / BOK Financial, Trust
DTC Number: 0901
Account Number: 016071
For Further Credit (FBO): 0261-0001033 / Morris Animal Foundation
Account Owner: Morris Animal Foundation (FBO 0261-0001033)
Address: 720 S. Colorado Blvd., Suite 174A, Denver, CO 80246
ABA Number: 103900036
Then contact Lauren Olsen, Donor Relations Associate, at [email protected] or 720-262-3071, even if you wish to remain anonymous, with:
– Your name
– The date of transfer
– The stock name and number of shares
This helps ensure your gift is properly credited, even if you choose to remain anonymous.
Mutual funds require special handling.
Complete the Mutual Fund Gift Form (PDF)
Ask your broker to initiate the transfer using the delivery details on the form.
Email or fax the completed form to BOK Financial as listed on the document.
BOK Financial will coordinate directly with your fund company to establish the account and confirm delivery.
Mutual funds sent without an established account will be rejected.
Receiving Firm is the financial institution authorized to accept the transfer of your assets — in this case, BNY Mellon / BOK Financial, Trust, which handles all investment donations for Morris Animal Foundation.
Receiving Account Owner refers to the official account holder receiving the gift — Morris Animal Foundation (FBO 0261-0001033) — so your broker knows exactly where to send the funds.
If you are 70½ or older, you may direct a qualified charitable distribution (QCD) from your IRA to Morris Animal Foundation.
Consult your financial advisor, then contact Lauren Olsen at [email protected] or 720-262-3071 to notify the Foundation of your intent.
Your brokerage or fund account number
The name, symbol, and number of shares to transfer
Morris Animal Foundation delivery details:
Receiving Firm: BNY Mellon (DTC Participant) / BOK Financial, Trust
DTC Number: 0901
Account Number: 016071
For Further Credit (FBO): 0261-0001033 / Morris Animal Foundation
Account Owner: Morris Animal Foundation (FBO 0261-0001033)
Address: 720 S. Colorado Blvd., Suite 174A, Denver, CO 80246
ABA Number: 103900036
The date you plan to initiate the transfer
Once your gift is transferred, notify Lauren Olsen at [email protected] or 720-262-3071 so we can match your donation with your contact information and issue a tax receipt. You’ll receive written acknowledgment once the Foundation confirms receipt.
Because electronic transfers don’t include donor names, it’s important to contact Lauren Olsen at [email protected] or 720-262-3071 with your transfer details. This ensures your gift is credited properly and not delayed.
Yes. If you prefer not to have your name listed publicly, we can process your investment gift anonymously.
Please still contact Lauren Olsen at [email protected] or 720-262-3071 with your transfer details so we can identify and record the gift correctly.
For donation acknowledgment or general questions:
Lauren Olsen, Donor Relations Associate
[email protected]
720-262-3071
For brokerage transfer or technical delivery issues:
David Laster, BOK Financial
[email protected]
303-864-7245
Yes. Your financial advisor or platform (e.g., Fidelity, Schwab, Vanguard) can use the DTC and account details listed above. Please instruct them to note the transfer is for Morris Animal Foundation and to email confirmation to [email protected].
You’ll receive an acknowledgment letter once the Foundation confirms receipt of your gift. The value of your stock or mutual fund donation is determined by the average of the high and low market prices on the date the shares are received into the Foundation’s account.
There is no minimum or maximum. However, due to administrative costs, investment gifts under $100 may be more efficiently made through a standard online or check donation.