Instructions for donating stock
All gifts of stock made to Jefferson Healthcare Foundation are recorded at the stock's closing price on the date it is received into our account. To make a donation of stocks, bonds, or mutual funds, please instruct your broker to transfer the invested asset directly to Jefferson Healthcare Foundation’s account:
Please let us know of your gift by contacting Executive Director Kris Becker at kbecker@jeffersonhealthcare.org or 360.385.2200, extension 2345. Thank you again for your generous support!
- Brokerage House: Fidelity Brokerage Services LLC
- Telephone Number: 800-343-3548
- Account Name: Jefferson Healthcare Foundation
- Account Number: Z50738069
- DTC Number: 0226
- Reference: Donor name and address (so that we may properly acknowledge your gift)
Please let us know of your gift by contacting Executive Director Kris Becker at kbecker@jeffersonhealthcare.org or 360.385.2200, extension 2345. Thank you again for your generous support!
Please note our policy for your privacy and protection: Jefferson Healthcare Foundation will refrain from providing financial advice and will encourage its donors to seek guidance from their own professional advisors in the process of making their contributions.