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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.

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 Doylestown Health, please contact Doylestown Health Foundation at 215.345.2009 or Gifts@DH.org 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:

• Legal Name: Doylestown Health Foundation
• Tax I.D. Number: #23-2368196
• DTC Participant Number: 2039
• Receiving Firm: SEI Private Trust Company
• Agent Internal Account Number: 11102-C
• For Further Credit (FFC) Account Name: Doylestown Stock Account
• For Further Credit (FFC) Account Number: 15317-STOCK (Please include “-STOCK” when making the transfer.)

Please notify us at Gifts@DH.org 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 this information, click the button below.

GIFTS OF APPRECIATED SECURITIES

Gift Designations

Gifts of stock can support the leading priorities of Doylestown Hospital through ONE VISION: The Campaign for Doylestown Health, or to an area of service or program most meaningful to you.

CAMPAIGN PRIORITIES

You can choose to designate your gift to the campaign-related project or service line most important to you, or to the Second Century Fund, which will support the highest priorities of Doylestown Health and the future of healthcare excellence in our community. Learn more about the priorities of ONE VISION: The Campaign for Doylestown Health.

ENDOWMENTS

Creating an endowment or contributing to an existing one provides Doylestown Health 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 Health’s highest priorities, or to a specific purpose or area of care that you choose. Learn more about Endowments at Doylestown Health.

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 Health, 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 Doylestown Health.

For more information about planned giving, please contact Doylestown Health Foundation at 215.345.2009 or Gifts@DH.org. 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.