Gifts of Stock

Centra Health

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Gifts of Stock

Donating appreciated stock is an easy way to support your community’s nonprofit healthcare system, while providing considerable tax benefits, including:

  • A charitable tax deduction equal to the fair market value of the stock at the time of your gift
  • Avoidance of the capital gains tax on the increase in value

If your stock is held electronically with your broker, send your broker instructions to transfer (not sell) shares of specific stock(s) to the Centra Foundation’s main brokerage account.

Your instructions should include:

  • Donor's name
  • Donor's address
  • Donor's account number
  • The date by which the donor wishes to complete the gift
  • The name, type and number of shares the donor would like to donate
  • The purpose of the gift
  • Originating brokerage's name

Transfer Information

Broker:  Stifel
DTC #:  0793
Account Number: 61663912
Credit: Centra Health Foundation
Reference: [Donor’s Name]

Broker Contact Information:

Bryan Stott
Stifel
1200 Commerce Street, Suite 100
Lynchburg, VA  24504
434-845-1000
434-522-3134 direct
434-528-9335 fax
bryan.stott@stifel.com 

Please notify:

Allison Kughn Ebert
Annual Giving Manager, Centra Foundation
1920 Atherholt Road
Lynchburg, VA  24501
Email: allison.ebert@centrahealth.com
Phone:  434.200.2376