Gifts of Securities

Thank you for considering a gift of securities in support of the National Hospice Foundation (NHF).

A gift of appreciated securities held for more than one year may provide significant benefits to you as a contributor, such as:

  • Entitling you to a charitable income tax deduction for the fair market value of the gifted securities as of the date of gift.
  • Eliminating capital gains tax that would ordinarily become due if you had sold the appreciated securities on the open market and donated the proceeds from the sale to charity.
  • Claiming your charitable deduction against up to 30% of your adjusted gross income. Any unused deductions may be carried forward over the next five years.
  • Providing a way to help you achieve your long-term financial objective of reducing your income and estate taxes.

Ways to Give Securities

Step #1 CONTACT NHF

Please contact NHF prior to transfer, so that your gift can be handled quickly and properly acknowledged for tax purposes.

            BY PHONE:    877-470-6472 Toll-free or 703-516-4928

            BY E-MAIL:    info@nationalhospicefoundation.org

Step #2 INSTRUCT YOUR BROKER TO TRANSFER

Please instruct your broker to notify our broker, Philip Toohey at UBS Financial prior to transfer, in order for your gift can be handled expeditiously.

    Sample Transfer Instructions Letter for Stock       

Step #3 WIRE TRANSFER THE SHARES

Your broker may transfer to:

Philip Toohey
UBS Financial
DTC #0221
500 E. Pratt St, 11th Fl, Baltimore, MD 21202
800-622-0073 Toll-free or 410-576-3200
Account #: JW12545

NHF Federal Tax ID #: 54-1586967

Information on this website is not intended as legal, tax or investment advice. All gift options should be discussed with your legal, tax and financial planning advisers.