Gifts of Appreciated Securities

Giving appreciated stocks and bonds offers an excellent way to support VNA Health Group programs, while receiving an income tax deduction and eliminating capital gains tax deduction and capital gains tax. 

To make your gift, please follow these steps:

 1.  Contact your stockbroker and authorize the shares of stock you would like to contribute.

 2.  Ask your broker to transfer the stock to our Merrill Lynch account: 

VNA of Central Jersey Foundation 
Account #: 81902593
DTC Clearing Number 8862


 3.  Please contact VNA Health Group Foundation Office to let us know you have arranged for a transfer of stock. This will enable us to properly link your gift of stock with you.

We can be reached at:

VNA Health Group Foundation Office
23 Main St., Suite D1, Holmdel, NJ 07733.
Attention: Bridget A. Murphy, CFRE, Chief Philanthropy Officer
732-224-6780

VNA Health Group Foundation Tax ID No.: 22-2500031.

 

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Call us at 800-400-0981 to speak with a VNA Care Advisor, or click here to send us an email.