Gifts of Securities are a wonderful way to support the mission of Fairview Hospital and offers significant tax benefits to the donor as well. Given directly to Fairview, gifts of Securities will avoid any capital gains tax if the present value is higher than the original purchase price. This method is important when the asset has been owned for 12 months or more, has appreciated in value and will be subject to capital gains tax if sold. When given to Fairview Hospital outright, the total value of the asset is determined at the date of transfer.
Delivery Instructions: Your brokerage firm or trust company can easily transfer Securities to Fairview Hospital. Before the transaction, please have your broker contact Brenda Makowski at TD Wealth (413) 445-8247.
Account Information for Fairview Hospital:
DTC Eligible Securities
Bank of New York DTC #901
For: TD Bank #806100
Further credit: #642069017
If you need any further information on gifts of Securities and other giving options, please contact Lauren Smith, Director of Community Relations and Development at Fairview Hospital, (413) 854-9611, or firstname.lastname@example.org.