Gifts of appreciated stock help us carry out the charitable work we do for our community. Your contribution in the form of a stock transfer can truly make a difference. Your financial consultant can advise you of the tax deductibility of your donation.
How to Make a Gift of Stock
1. Initiate the Transfer.
Securities can be gifted to the Foundation of Yuma Regional Medical Center (“the Foundation”) via electronic transfer. You must 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 at 928-336-7045 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:
Account Name: Foundation of Yuma Regional Medical Center
Account Number: 5180-8490
3. Inform the Foundation of the Gift.
To assist us in processing your gift and sending a tax receipt, it is important that you notify the Foundation and provide the following information by email or U.S. mail:
- Your name and address
- Name of stock
- Number of securities transferred
- Approximate date of transfer
Foundation of Yuma Regional Medical Center
2400 S. Avenue A
Yuma, AZ 85364