Securities and Stock

Our extraordinary team of doctors and nurses are able to provide top medical care because of the support of friends like you. For many of our generous donors, a gift of stock or securities is an advantageous, tax-deductible giving option to St. Luke’s and Roosevelt.

Here are a few considerations to discuss with your tax advisor. How gifts of stock or securities:

1. Allow you to avoid paying capital gains taxes when you contribute appreciated securities directly to St. Luke’s and Roosevelt;
2. Enable you to deduct the full value of the stock as a charitable contribution, saving income tax and lowering the effective cost of your gift; and
3. Offer a substantial tax break because you may take the full value of your gift of securities while you help ensure St. Luke’s and Roosevelt outstanding patient care.

We encourage you to talk to your financial advisor about transferring gifts of stock electronically. If you do decide to honor St. Luke’s and Roosevelt Hospitals with a gift of stock or securities, won’t you please let us know? Your financial advisor should notify us with your name, the name of the contributed stock or security, the number of shares, and the date of transfer. Please provide the following information about St. Luke’s and Roosevelt Hospitals to execute the gift:

• St. Luke’s and Roosevelt Hospitals’ DTC Clearing number is 0418.
• The account number is 232-44353-18-528.
• The account name is St. Luke’s and Roosevelt Hospitals.
• Our tax exempt ID number is 13-2997301.

For more information on how to support the programs that matter to you, please call us at 212-636-8400 or email us at development@chpnet.org.

St. Luke’s and Roosevelt Hospitals are members of Continuum Health Partners. Reach us by mail at:

Continuum Health Partners, Inc.
Development Department
555 W. 57th Street, 18th Floor
New York, NY 10019

Thank you for your support!