Stock Transfer Gifts

Avoid Paying Capital Gains Tax by Supporting our Ministry

Support CHI St. Vincent Foundation with a stock transfer gift and claim the full value as a charitable donation and avoid paying capital gains tax!
When you give appreciating shares of stock, you can deduct the full value of the asset on your taxes and CHI St. Vincent Foundation will get the full benefit as well, since we do not have to pay taxes on the gain when we sell the stock.

If you were to sell your appreciated shares of stock you would have a capital gain and could be subject to the 15 percent capital gains tax rate. If you donate the stock to CHI St. Vincent Foundation, you transfer ownership of the shares to us. You get to claim the value of the stock at time of transfer as a deduction on your taxes but you don’t have to pay any capital gains tax.

This is a great way to strategize at the end of the year if you have some appreciated shares you want to redeem and you would like to support our mission and ministries.

Ready to make a stock transfer to CHI St. Vincent Foundation?

It’s easy, simply follow these steps

1. Notify CHI St. Vincent Foundation regarding the transfer at 501.552.2380
2. Instruct your broker in writing to transfer (not sell) out of your account (indicate account #) the name of the security and the number of shares you wish to transfer from your account number and follow the instructions below:

DTC Eligible Securities
DTC# 0443
Receiving Broker: Pershing, LLC
For Credit to account #: N7M001053
Client account name: Catholic Health Initiatives; please note the gift is for
St. Vincent Foundation, Little Rock, AR.

Fed Eligible Securities
ABA# 021-000-018
Bank of NY/Pershing
For Credit to account #: N7M001053
Client account name: Catholic Health Initiatives; please note the gift is for
St. Vincent Foundation, Little Rock, AR.

Physical Securities
For All Physical Securities:
Physical Certificates and the required paperwork will be sent directly to Pershing LLC., our clearing broker dealer. Please contact Jorja Watts at 412-234-0439 or [email protected] for additional instructions.
Mutual Funds and Foreign Security Gifts

Please contact Jorja Watts at BNY Mellon Capital Markets to check on the ability to accept the mutual fund and coordinate delivery. Phone 412-234-0439 or email [email protected]
Gift Processing Group Email
[email protected]

We're Social