How to Make a Gift of Stock to The Heritage Foundation

The simplest way to make a gift of stock (or other DTC‑eligible security) is to contact your broker and electronically transfer the stock from your account to our account at Truist Bank.

Steps:

  1. Contact The Heritage Foundation’s Membership Office at (800) 546-2843 and provide the following information to let us know that you would like to make a gift of stock:
  1. Provide the following information to our representative:
    • Full Name
    • Phone Number
    • Zip Code
    • Stock Name
    • Amount of Shares
  1. Call your broker with the information below and ask your broker to contact Truist Bank.

Truist Bank Contact Information:

Bank Name:
Truist Bank

Primary Contact:
Dawnee Morgan (Gift Clearing Administrator)

Phone:
404-230-5430

Email:
[email protected]

DTC Number:
2039 (Truist clears through SEI Trust Company)

Account Name:
HERITAGE FDN – STOCK GIFTS

Account Number:
7040831


Please allow 24 hours for the Truist Gift Clearing Team to respond to inquiries via email or voicemail.

When selecting a recurring donation, The Heritage Foundation will process this donation every month on the day of the month that you set up the recurring gift in the amount that you specify using the method of payment that you identified. You can cancel or change this donation at any time by contacting us at 1-800-546-2843. This authorization shall remain in effect until you notify The Heritage Foundation and Heritage has had reasonable time to act on it. A record of each debit will appear on your bank statement. You have the right to instruct your bank to reverse any and all debits.