Make a Gift of Stock

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

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 the Sample Letter (LOI) text in an email or printed letter to your financial advisor or broker to execute the transfer. We will reach out to confirm as soon as the transfer is successfully received.

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!