Skip to main content

Gift Planning

Gifts of Appreciated Securities

gifts-of-appreciated-securities.png

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. Northwell Health Foundation may keep or sell the securities

Benefits

  • You receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support Northwell Health Foundation as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

More Information

Contact Us

Alexandra P. Brovey, J.D., LL.M.
Senior Director, Gift Planning
Phone: (516) 321-6262
E-Mail: abrovey@northwell.edu

 

Hazel Paulino
Gift Planning Project Manager
Phone: (516) 321-6260
E-Mail: hpaulino@northwell.edu

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer