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Securities

One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets (like stock held for more than one year), you’ll get a charitable deduction for the full value of the asset and avoid capital gains tax that would have applied if you sold the stock and made your gift in cash.

To make a gift of appreciated securities please provide your wealth advisor with the following information:

Bethesda’s Depository Trust Company:  JP Morgan Chase Bank N.A.
JP Morgan, Brandon Moritz (314) 889-4195 or Brandon.p.moritz@jpmorgan.com
DTC# 902
Account Name: Bethesda Health Group
Account Number: P72500
Tax ID Number: 43-0666738

If you have questions, please contact Linda Sanders, Corporate Vice President and Director of Development, at llsanders@bethesdahealth.org. 

 

 

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