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
One of the easiest and most popular ways to contribute is by personal check
made payable to Pomona Valley Hospital Medical Center Foundation. We also
welcome cash gifts of currency, money orders or bank drafts.
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.
When paying by check, regardless of the designation of your donation, the
check should be made payable to Pomona Valley Hospital Medical Center
Cash and Checks
Credit Card Donations
Charging your contribution to a credit card is another easy way to give,
as well as to make a donation in honor or memory of someone. We accept
Visa, MasterCard, American Express and Discover cards.
Property and Real Estate
Real estate and marketable items of personal property with established
values can be given to the Foundation as outright gifts. You may deduct
the fair market value of real estate. To be fully deductible, items of
personal property must be related to the Institute's purpose and function.
A certified appraiser must establish the arrangement. You can continue
to use the property for life through a retained life estate arrangement,
or reserve the right for another person such as your spouse.