Gifts of Stocks and Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Rockbridge Area Health Center.
Benefits of gifts of stocks and bonds
- Avoid paying capital gains tax on the sale of appreciated stock
- Receive a charitable income tax deduction
- Further our mission today
Gifts of stocks and bonds video
How to make a gift of stocks and bonds
- By electronic transfer—Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Rockbridge Area Health Center.
- By certified mail—If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.
More on gifts of stocks and bonds
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
Organization's Information
Organization's Legal Name:
Rockbridge Area Free Clinic
Organization's Tax ID:
54-1642220
Organization's Address:
25 Northridge Lane, Lexington, VA 24450
Organization's Email:
[email protected]
Organization's Phone Number:
540-464-8700
Organization's Broker Institution:
Wells Fargo Clearing LLC, ATTN Michael R. Meads, Broker
Organization's Broker Institution Address:
101 S. Main Street, Lexington, VA 24450
Organization's Account Name:
Rockbridge Area Health Center
Organization's Brokerage Account Number:
3099-6921
Organization's Electronic Transfer Number (DTC):
0141
Contact us
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.
