Gifts of Securities

TriState Health Foundation | Gifts of Securities

Giving securities is one of the most tax-efficient ways to give. Gifts of publicly traded securities bought over a year ago that have increased in value can be donated to TriState Health Foundation. The donor is entitled to a charitable deduction of the value of the securities. In addition to the tax deduction, donors avoid all capital gains taxes. This makes for an additional tax savings!

Information for Electronic Stock Transfer to
TriState Health Foundation

Tax ID# 91-1307818
Broker Address Edward Jones Investments
740 5th Street
Clarkston, WA 99403
Broker Telephone 509.751.1610 | Christian Leer, Financial Advisor

Please contact our organization via mail, email, fax or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact D’Lynn Ottmar at 509-758-4902. The fax number is 509-758-8768. If sending email, please use the Contact Us link on the left.

Thank you for your support of TriState Health Foundation.