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Stocks, Securities and Mutual Funds

(828) 233-2700

Office Phone

Intelligently leverage your appreciated securities to immediately impact the mission of providing quality, regional healthcare.

Benefits

100% of assets go to the designated gift instead of pre-taxed cash donations
Avoid potential capital gains taxes
Receive an income tax deduction for the asset’s value (must have had for at least one year)
You decide the specific amount, property, or percentage you’d like to donate

Complete a transfer form to send to your broker and charity
Transfer your appreciated securities directly to Pardee Hospital Foundation
If stocks depreciate in value, you can sell the stock and take a write-off for your loss on your taxes, a process called tax-loss harvesting. Then, if you want, you can donate the proceeds from that transaction

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