Donations of Securities

Giving appreciated assets is one of the most tax-efficient ways to make charitable donations. We process securities from any U.S. investment firm.

Making a gift of stock is easy and may offer a number of financial benefits. Speak to your financial advisor to see which of these benefits apply to you:

  • A federal income tax charitable deduction if you file an itemized return.
  • A deduction for the securities' full fair market value if they have been held 12 months or longer.
  • Elimination of capital gains tax.
  • If you hold securities that have declined in value, consider selling them and then donating the cash proceeds to the Foundation. In this way, you establish a tax loss and claim an income tax charitable deduction for the cash gift. If you are considering this giving option, please contact us so that we may provide you with any additional information you may need before contacting your brokerage or tax advisor.

Stock Transfer Instructions

To transfer stock directly from your brokerage account to The Valley Hospital Foundation, please contact Bettina Daly, Executive Director of Major Gifts and Gift Planning: 201-291-6193 or email bdaly2@valleyhealth.com for complete instructions. 

Thank you for your gift!