Stocks and Securities
Contributors usually are not required to pay a tax on gifts of appreciated securities, since the full market value of those held long-term may be claimed as a charitable deduction in computing income tax. For more information regarding the valuation of stocks and bonds or gift crediting, please contact the Foundation office at (909) 865-9139.
The most popular and efficient way to transfer securities is by electronic transfer. This is a free delivery system which ensures that Pomona Valley Hospital Medical Center receives the full value of the transfer undiminished by broker commissions.
If your stock is held at a broker, you must provide written authorization to transfer a gift of securities. Please specify the name of the stock, the number of shares and the designated fund for your gift. Once you have authorized the transfer, ask your broker to contact the Foundation at (909) 865-9139 for complete transfer instructions.
If your stock is not held at a broker and you wish to mail your certificates, please send unendorsed certificates along with a cover letter specifying the purpose of the gift in one envelope. In a second envelope, send a signed, signature-guaranteed stock power. A stock power form can be obtained at your local bank. We strongly recommend using registered mail to forward your certificates and stock power. Please do not mail endorsed certificates. An endorsed certificate is legal tender which can be exchanged by anyone.
Cash and Checks
A gift in honor or memory of a physician, friend or relative is among the most thoughtful of donations, as well as an appropriate way to recognize someone's life and accomplishments. For your convenience you may print out and include our mail in donation form with your donation.