Yuma Regional Medical Center
 
 

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Stock Gifts

Instructions for Gifts of Stock

1. Initiate the Transfer

Securities can be gifted to the Foundation of Yuma Regional Medical Center ("the Foundation") via electronic transfer. It is necessary for you to contact your broker to initiate the transfer. If you hold the stock in certificate form or if you would like to transfer shares of mutual funds, please contact us for detailed transfer instructions.

2. Send the Securities to the Foundation

Ask your broker to donate through the Foundation's account at Wells Fargo. The following information will assist you and your broker in making the transfer:

Lydia Padilla
Wells Fargo Advisors
790 W. Catalina Drive, Yuma, AZ 85364
Phone: 928.344.1704 or 877.332.8136
DTC #: 0141
Account Name: Foundation of Yuma Regional Medical Center
Account Number: 5180-8490

3. Inform the Foundation of the Gift

To assist us in processing the gift and sending a tax receipt, it is important that you notify the Foundation of your gift and provide the following information:

  • Donor's Name & Address
  • Name of Stock
  • Number of Securities Transferred
  • Approximate Date of Transfer

Please inform us if the gift is unrestricted or for a specific program of the Foundation.

Send this information via email or U.S. mail to:

Wayne Steffey, Executive Director
Foundation of Yuma Regional Medical Center
2400 S Avenue A, Yuma, AZ 85364
Phone: (928) 336-7045 Fax: (928) 336-7346
Email: wsteffey@yumaregional.org


© 2014   Yuma Regional Medical Center  |  2400 S. Avenue A  |  Yuma, AZ 85364  |  928-344-2000