WAYS TO GIVE

Donating a Gift of Stock

When you support Ascension St. Vincent through a gift of appreciated securities (stock, bonds, or mutual funds), you invest in our Mission of answering God’s call to bring health, healing, and hope to all./p>

Please complete the form below to help ensure your gift is properly received, credited, directed, and acknowledged. Thank you for your investment in our Catholic healthcare Ministry.

  • Why Give Appreciated Stock or Securities?

    By transferring appreciated securities held for more than one year, you can maximize your charitable impact while enjoying significant tax advantages:

    • Eliminate Capital Gains Tax: Avoid paying taxes on the growth of your appreciated securities.
    • Full Income Tax Deduction: Claim an itemized deduction for the full fair market value on the date of transfer.
    • Tax-Smart Portfolio Rebalancing: Align your asset allocation with your long-term financial goals without triggering capital gains liabilities.

    MORE DETAILS

  • How Your Transfer Works
    1. Submit Your Intention (Form Below): Completing this brief form alerts our team of your incoming transfer, helps us match it to you, and informs us of the ministry/fund you intend it to benefit.
    2. Check Your Email: You will immediately receive a confirmation email with your intended gift details, our secure receiving information, and a pre-formatted Sample Letter of Instruction (LOI).
    3. Authorize Your Advisor or Broker: Copy or forward the LOI template directly to your broker or custodian to execute the transfer. We will reach out to confirm as soon as the
  • Electronic Delivery Instructions

    If you or your financial professional are ready to execute your transfer immediately, please instruct your custodian to deliver the shares to our receiving account:

    Brokerage: Northern Trust Securities, Inc.

    DTC Number: 0226

    Agent Bank Number: 94181

    Account Name: Ascension Health

    Receiving Fund Number: NTG-030330

    Attention: Olivia Fildes (312) 557-0494 | REPGFA@ntrs.com

    Reference: [Donor’s Full Name] (Critical to identify incoming shares)

    Important Note for Financial Professionals: Custodians routinely omit donor names on electronic DTC transfers. To ensure proper gift attribution and timely tax acknowledgment for your client, please ensure the donor’s full name is included in the transaction memo field. Thank you!

Stock Gift Intention Form

Whether you have exact share counts or an estimated dollar amount, completing this form alerts our team, ensures your gift is properly credited and directed, and generates your custom transfer instructions.
Your support impacts our patients, families & care team members directly through the area you choose.
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