Donations of Securities

 

You can give St. Luke’s Wood River Foundation a gift of securities, including stocks or mutual funds, that have appreciated in value. Gifts of publicly traded securities provide a double tax benefit. You avoid a capital gains tax on appreciated securities and you receive a charitable income tax deduction for the full fair market value of the securities.

According to IRS Guidelines, the date and value of your gift are determined by the date on which St. Luke’s Wood River Foundation takes control of the securities.

When the stock is held by your stockbroker, call your broker with instructions to make the transfer to the St. Luke’s Wood River Foundation account. Your broker may ask you for the following information to start the transfer process:

Legal Name
St. Luke's Wood River Foundation
P.O. Box 7005
Ketchum, ID 83340

Non-profit status: IRC 501(c)(3) nonprofit organization

IRS Identification #: 23-7288535


Help us provide prompt acknowledgement of your gift! Call us at the number below and provide the following information about your gift of stock.

Name
Address
Stock Name
Approximate amount
Purpose of gift

St. Luke's Wood River Foundation
P.O. Box 7005
Ketchum, ID 83340

Phone: (208) 727-8416
Fax: (208) 727-8412

Thank you!

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© 2012 St. Luke's Wood River Foundation WRF - 146.05.11