Donating appreciated securities, such as stock or mutual funds, to Henry Mayo Newhall Hospital Foundation is a tax-wise approach to benefit health care in our community. Here are some of the potential benefits:
- Avoid paying capital gains tax.
- Receive a charitable income deduction for the full fair market value of the securities.
- Further the mission of Henry Mayo today!
Contact HMNH Foundation at
661.200.1200 to notify us of your intention to make a stock gift. We would be delighted
to guide you through the process and/or make an appointment to assist
you in completing the transaction. To ensure you are properly credited
for your gift, please forward a cover letter giving your name, the name
of the shares being transferred and the purpose for which the gift is
to be used, to:
Marlee Lauffer, President
Henry Mayo Newhall Hospital Foundation
23845 McBean Parkway, Valencia, CA 91355
Transfer your shares to HMNH Foundation by one of the following means:
If your shares are held in an account:
Ask your broker to make an electronic transfer of the shares to HMNH Foundation's securities account at Morgan Stanley Wealth Management:
Account #: 210-058736-004
EBO: “Henry Mayo Newhall Hospital Foundation”
Our broker is
Ryan Fullarton, Financial Advisor at Morgan Stanley Wealth Management,
24300 Town Center Dr., Ste. 200, Valencia, CA 91355. He can be contacted at
Once the stock is transferred into the HMNH Foundation's account, we will receive notification of the transfer and will send you a receipt. The effective date of the gift by this method is the date the shares are transferred into the account.
If you hold the certificate for your shares
Send two documents: (1) the un-endorsed certificate and (2) a signed stock power form to HMNMH Foundation in two separate envelopes. You can download the stock power form HERE, or obtain it by calling our office at 661.200.1200. Please include a letter indicating to what purpose your gift should be directed.
Determining the Date of Gift
- If you personally deliver stock certificates with all necessary endorsements, the gift is complete for federal income tax purposes on the date of delivery. Certificates may be delivered to the HMNMH Foundation offices at 25950 McBean Parkway, Valencia, CA 91355.
Receipting of Stock Gifts
Receipts to donors indicate the number and type of shares donated (no dollar amount). For recognition purposes, the donor of publicly traded stock will be credited with the fair market value of the donated stock -- which is determined by averaging high and low trading prices on the date of the gift (see above to determine the date of a gift).
Liquidation of Stock
As a rule, donated stocks are liquidated as soon as we receive them, or
upon notification by our broker that the shares have been transferred
to the HMNMH Foundation's account.
Thank you for considering a gift to benefit Henry Mayo Newhall Hospital. Your generous support helps advance health care services in our community.
For More Information
To speak to someone directly, please call us at 661.200.1200
To support Henry Mayo Newhall Hospital today, click Donate Now. To learn about recent projects that need your support, visit Current Projects. To name a patient room or other area, view Naming Opportunities. To learn more, please call the Foundation at 661.200.1200 or e-mail via our Contact Us form.