Gifts of Appreciated Securities
The IRS gives two tax benefits to donors who contribute long-term appreciated securities: a charitable deduction and the reduction or avoidance of capital gains tax on the transfer to Doylestown Health Foundation.
You can leverage the impact of your donation to a greater degree than you can with cash—and receive additional tax benefits. Appreciated securities must be held by the donor for at least one year to qualify. When you buy low and give high, you make a gift that costs you less than the benefit it delivers.
Securities may be transferred electronically.
If you wish to make a gift of stock or mutual funds to Penn Medicine Doylestown Health, please contact Doylestown Health Foundation at 215.345.2009 or PMDH-Gifts@pennmedicine.upenn.edu with the following information:
• Donor name
• Stock name and number of shares, or value of shares
• How to designate the donation (i.e. unrestricted fund or a specific program or service line)
For gifts of stock, please ask your broker to transfer your securities to:
• Firm: Morgan Stanley Private Wealth Management | Attention: The Corcoran Ciarelli Group, Telephone: 610-260-8526
• DTC: 0015
• Customer Name: University of Pennsylvania | Tax ID: 23-1352685
• Account Number: 858-010018
• Reference: Donor’s name
Penn Contact Information
• Email/Telephone/Fax: Email: STOCKGIFTS@LISTS.UPENN.EDU | Telephone: 215-898-7254 | Fax: 215-573-5118
• Address: 2929 Walnut Street, Suite 300 | Philadelphia, PA 19104-5099
In order for us to properly credit the gift, it is important that you or your broker notify the Securities Office and copy PMDH-Gifts@pennmedicine.upenn.edu of the gift.
Please notify us at 215.345.2009 or PMDH-Gifts@pennmedicine.upenn.edu prior to making any transfer of stock or mutual funds so that we may properly attribute the gift once received. Please note, gifts of mutual funds may require different transfer instructions.
To download a printable page with our stock and wire transfer information, click the button below.
Gift Designations
Gifts of appreciated securities will support the top priorities of Doylestown Hospital or can be designated to a service-line or program most meaningful to you.
Endowments
Creating an endowment or contributing to an existing one provides Doylestown Hospital with a permanent, self-sustaining source of income to support the priorities of serving our community. An endowed fund can be designated toward the unrestricted fund that supports Doylestown Hospital’s highest priorities, or to a specific purpose or area of care that you choose. Learn more about Endowments with Doylestown Health Foundation.
Tribute and Memorial Giving
Making a tribute or memorial gift is a unique way to honor someone who has touched your life, while making an impact on the quality of healthcare in our community. Your gift will be used to support the most immediate and priority needs of Doylestown Hospital, or you may designate your gift to a program or service with a special significance to you or the occasion, pet, or person you are honoring. Learn more.
Thank you for choosing to support Penn Medicine Doylestown Health.
For more information about planned giving, please contact Doylestown Health Foundation at 215.345.2009 or PMDH-Gifts@pennmedicine.upenn.edu. If you have already named Doylestown Health Foundation in your estate plans, please take a moment to notify us so that we may honor you as a member of our Cornerstone Society.
This promotion is intended for educational purposes only, and is not legal or tax advice. Doylestown Health Foundation recommends you consult your tax or financial advisor(s) before making any decisions.
