Gifts of Appreciated Securities

Gifts of Appreciated Securities

Giving appreciated stocks and bonds offers an excellent way to support VNA Health Group programs, while receiving an income tax deduction and eliminating capital gains tax deduction and capital gains tax. 

To make your gift, please follow these steps:

 

Contact your stockbroker and authorize the shares of stock you would like to contribute.

 

Ask your broker to transfer the stock to our UBS Financial Services account:

VNA of Central Jersey Foundation

Account #: 1AS5167T4

UBS DTC Clearing Number#: 0221

Phone Number: 877-827-7870

 

 

Please contact the VNA Health Group Foundation Office to let us know you have arranged for a transfer of stock. This will enable us to properly link your gift of stock with you. We can be reached at:

 

VNA Health Group Foundation Office

Attn: Bridget A. Murphy, CFRE Chief Philanthropy Officer

176 Riverside Avenue, Red Bank, NJ 07701

732-224-6727

VNA Health Group Foundation Tax ID #: 22-2500031

 

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Call us at 800-400-0981 to speak with a VNA Care Advisor, or click here to send us an email.