Gift of Appreciated Stock
A gift of appreciated securities supports your philanthropic passion without depleting cash reserves. You are eligible to receive an income tax deduction and avoid long-term capital gains tax on any appreciation.
If the stock is held in a brokerage account, instruct your broker to transfer the stock via DTC with the following instructions:
DTC 8862 Merrill Lynch
For further credit to HonorHealth Foundation:
Account No. 234-74041
For questions, or for assistance from Merrill Lynch, contact:
David Stahle, (480) 752-6435
Learn more about making a gift through stocks and bonds on our comprehensive Legacy Giving website.