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Gifts of Stock

Donating appreciated stock is an easy way to support your community’s not-for-profit healthcare system.
 Senior couple retired age sitting at computer making donation

Why give stock?

In addition to supporting your community’s not-for-profit healthcare system, you are provided 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.

Instructions for donating stock

Donation information to 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
1200 Commerce Street, Suite 100
Lynchburg, VA 24504
Direct: 434.522.3134 
Fax: 434.528.9335