Gifts of Securities

Giving securities is one of the most effective ways to give from a tax planning perspective. Giving publicly traded securities to Marin General Hospital Foundation that were purchased over a year ago and have increased in value can be an especially attractive way to fund a donation. A donor may benefit from a charitable deduction equal to the value of the securities. In addition to the tax deduction, capital gains taxes is not due on gain in the donated securities.

 Information for Electronic Stock Transfer to Marin General Hospital Foundation
Account# 172-011980
DTC# 0015
Tax ID# 94-6127213
Broker Address Morgan Stanley Smith Barney
750 Lindaro Street, Suite 300
San Rafael, CA 94901
Broker Telephone 1-415-451-1425 | Dan Murphy

Please contact us via mail, email, fax or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact Noelle Jue at 1-415-464-2098. The fax number is 1-415-461-1226. If sending email, please use the Contact Us link on the left.

Thank you for your support of Marin General Hospital Foundation.

 

The material presented in this website is not offered as legal or tax advice. Please consult your tax advisor about your specific situation.

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