Gifts of Stock

Thank you for your interest in making a charitable gift to the VNA in the form of a Stock Transfer.

For stock held in brokerage accounts, your broker can assist you in making a gift of stock via a direct transfer to the Visiting Nurse Association. Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide better tax benefits than giving cash. Your charitable income tax deduction is equal to the fair market value of the stock and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save on brokerage fees because you are transferring ownership rather than selling the stock.

If you would like to make a donation of stock, please note the following:

Brokerage House: Pershing LLC
Account Name: Visiting Nurse Association Health Group Inc
Financial Advisor: William Lalor
Telephone Number: 973-525-1033
Account Number: PGU005095
DTC Number: 0443
Reference: Donor Name (Including your name will ensure the gift is properly acknowledged.)

Note: For mutual fund gifts, or for gifts of stock not held in a brokerage account, please contact the team listed above.

Please contact VNA Health Group Philanthropy 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 Philanthropy Office
3600 State Route 66 | Neptune, NJ 07753
Attention: Stephanie Giordano, MBA, Chief Philanthropy Officer
VNA Health Group Foundation Tax ID: 22-2500029