Appreciated Securities and Closely Held Stock

A gift of appreciated stock is a popular alternative to a cash gift because it avoids capital gains tax on securities held long-term and provides an income tax deduction equal to the fair market value on the date of transfer. Gifts of closely held stock enjoy the same tax benefits as publicly traded stock. 

Stock Transfer

Provide your broker with the following information:

OSV Broker: George P. Leasca
Morgan Stanley Smith Barney
100 Front Street, 15th Floor
Worcester, MA 01608

OSV Broker Phone Number: 508-791-2311

Morgan Stanley DTC Number: 0015

Account Name: Old Sturbridge Village

Account Number: 357901522-208

Once you have spoken to your broker please contact the Development Department at 508-347-0210 or via email with the details so that we can properly credit your gift.