Gifts of Stocks and Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Inspira Health Foundation.
Benefits of gifts of stocks and bonds
- Avoid paying capital gains tax on the sale of appreciated stock
- Receive a charitable income tax deduction
- Invest in the future of health care in your community
How to make a gift of stocks and bonds
By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Inspira Health Foundation.
By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.
Contact Nicholas Dalsey Jr., Director of Development, by phone at 856-535-9405 or by email [email protected] to express your interest in initiating a transfer. Then choose your method of transfer and follow the instructions below. See the attached flyer for more information.
Stock Transfers
The Inspira Health Foundation account is brokered by Morgan Stanley.
Broker Name: Steven H. Caltabiano (NMLS ID #1657690), Phone: 609-383-2009,
Email: [email protected]
Broker Address: 1601 New Road, Suite 101, Northfield, NJ 08225
DTC: 0015
Account Number: 605-061752-048
Federal Tax ID: 22-2333409
For Benefit of: Inspira Health Foundation, Inc. 159 Bridgeton Pike, Mullica
Hill, NJ 08062
More on gifts of stocks and bonds
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
Contact us
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.