How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

Print Page

Stock Transfer Information

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

Please provide the following information in your request when directing your broker to transfer your shares to the Foundation:

  • Sequoia Hospital Foundation
  • 170 Alameda de las Pulgas
  • Redwood City, CA  94062
  • EIN: 94-2909990
  • the Foundation's DTC Number: 015
  • the Foundation's Broker: Morgan Stanley Smith Barney, LLC
  • the Foundation's Account Name: Sequoia Hospital Foundation
  • the Foundation's FBO Account Number: 814-023265

It is important to notify the Foundation of the specifics of this transaction (stock name, share quantity, gift designation) so we can credit your gift appropriately. Please contact us at (650) 367-5657 or jennifer.svihus@dignityhealth.org.