Gifts of Stock or Appreciated Securities
Take advantage of appreciated securities while avoiding capital gains tax by making a donation of your assets. To make your stock gift today, click here.
Donations of Stock to Concord Hospital Trust
Thank you for your interest in making a charitable donation to Concord Hospital Trust in the form of a stock transfer. Please provide your broker with the following information to facilitate the transfer of securities to Concord Hospital Trust (tax ID #26-0378710) and send an email to ch-trust@crhc.org to notify us of your gift. Upon receipt of your notification and gift, you can expect to receive an acknowledgment letter of your tax-deductible donation.
Brokerage Information
- Trust Brokerage Firm
- UBS Financial Services Inc.
- Account Manager
- Stephanie Johnston
- Account Name
- Concord Hospital
- Account Number
- CV69275
- DTC Number
- 0221
How It Works
- You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Concord Hospital Trust.
- Concord Hospital sells your securities and uses the proceeds for our programs.
- Use our Stock Transfer Form to facilitate the gift.
Benefits
- You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
- You pay no capital gains tax on the transfer when the stock is sold.
- Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.
Next
- More detail on gifts of stock and appreciated assets.
- You can use our Stock Transfer Instructions.
- Frequently asked questions on gifts of stock.
- Contact us so we can assist you through every step.
