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Stocks & Securities

A donation of stocks, mutual funds, bonds, or other publicly traded securities helps VNA Care make a difference in the lives of people facing significant illnesses and injuries while also bringing advantages to the donor, including:

  • A tax deduction for the market value of the gift of stock or securities
  • Additional tax advantages by avoiding the capital gains tax on the appreciated asset

Your tax advisor can provide specific information on the tax advantages of this type of charitable gift.

 

How to Make a Gift of Stock

VNA Care greatly appreciates gifts of stock and other securities. If possible, please contact us before transferring the securities so we can make sure your gift is properly acknowledged and credited. You may contact Karen Webber, director of fund development, at 508-573-8027 or Laura Wise, manager of fund development, at 617-835-9654.

Please use the following information for stock transfers:

Account name: VNA Care Network Foundation

DTC number: 0015

Account number: 357-896775

 

MorganStanley contact:

Nancy Oldakowski, Senior Registered Client Services Associate

MorganStanley

100 Front Street, 15th Floor

Worcester, MA 01608

Phone: 508-751-5640

Email: nancy.oldakowski@morganstanley.com  

 
This information is intended for educational purposes only. For legal, tax, or financial advice, please contact your professional advisor.
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Make a difference in the lives of people facing serious illness. Donors may realize a tax savings when they donate appreciated stocks and other securities to VNA Care.