U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS
  • LANGUAGE OPTIONS

Tax-Smart Giving

Give Smarter. Change More Lives.
A gift through your Donor-Advised Fund (DAF), IRA, or appreciated stock is one of the most tax-efficient ways to support refugees, immigrants, and families rebuilding their lives. 
Whether you’re recommending a grant through your DAF, making a Qualified Charitable Distribution from your IRA, or transferring appreciated securities, your gift can make an immediate difference while offering potential tax benefits.
Help Us Thank You: Let Us Know Your Gift is Coming
Gifts made through brokerages, DAFs, and IRA administrators often arrive without complete donor information. As a result, we may not know who made the gift. 
By notifying us in advance, you help ensure that your gift is credited and designated accurately and we can promptly acknowledge your generosity. 
Please complete the form on this page to let us know about your upcoming gift.  
If you are age 70½ or older, you may be able to make a Qualified Charitable Distribution (QCD) directly from your IRA to USCRI. 
An IRA charitable rollover can help you support life-changing programs while potentially reducing your taxable income. 
A Donor-Advised Fund allows you to support the causes you care about while simplifying your charitable giving. 
You can recommend a grant to USCRI directly from your DAF account with providers such as Fidelity Charitable, Vanguard Charitable, or your local community foundation. If you wish to contribute to a specific field office or program please include that in the notes. The USCRI Tax ID is 13-1878704.
Giving appreciated securities can be one of the most effective ways to maximize your impact. 
By donating stock that has increased in value, you may avoid capital gains taxes while receiving a charitable deduction for the full fair market value of eligible securities. 
Stock/Wire Transfer Information
USCRI Investment Account

 

Morgan Stanley Wealth Management
1333 N. California Blvd, Suite 133
Walnut Creek, CA 94596
Depository Trust Company (DTC): 0015
USCRI Tax ID: 13-1878704
For assistance in initiating a stock transfer, please contact Caitlin Toynbee at [email protected] or 202-644-8962
 
Questions?
Our team is happy to assist you with stock transfers, DAF grants, IRA charitable distributions, or other planned giving opportunities.
Contact: 
Caitlin Toynbee
[email protected]
202-644-8962
Together, we can help more families find safety, stability and a place to call home.