Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. An Advocate hospital or program may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support an Advocate hospital or program as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

More Information

Contact Us

Susan Mongillo
Vice President of Gift Planning
susan.mongillo@advocatehealth.com


John Holmberg
Director of Gift Planning
john.holmberg@advocatehealth.com

 

Office of Gift Planning
3075 Highland Parkway
Downers Grove, IL 60515
630.929.6900

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