Donated Stock Reaps Big Benefits
Donations of appreciated stock provide you with an opportunity to make a substantial contribution to support the work of the Seton Health Services Foundation. Stocks that have been held for one year, or longer, and have appreciated in value can cost you only the initial investment but reap not only a gift of the appreciated value, but also a tax deduction based on the larger amount. Please consult your financial advisor for exact details.
When making a donation of stock please provide your broker with the following critical information:
- State Street Bank
- DTC# 0997
- AC- DR9A
- Account of Ascension Health
- Attn: Kevin Sutton
- FCT: Seton Health Services Foundation - HSD Account # 8030-1134-0100
Instruct your broker to provide the name of the stock, number of shares and their contact information to:
- Kevin Sutton
- State Street Bank
- ksutton@statestreet.com
AND CC:
- Katherine King
- Executive Director
- Seton Health Services Foundation
- katherineking@dochs.org