Gift of Appreciated Securities

A Tax-Savvy Way to Benefit from Growing Assets

Securities and mutual funds that have increased in value and been held for more than one year are popular assets to use when making a gift to a Providence foundation. Making a gift of securities or mutual funds offers you the chance to support our work while realizing important benefits for yourself.

When you donate appreciated securities or mutual funds in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

Securities are most often used to support our work in the form of:

An outright gift. When you donate securities to Providence, you receive the same income tax savings that you would if you wrote a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20%.

A transfer on death (TOD) account.* By placing a TOD designation on your brokerage or investment account, that account will be paid to one or more persons or charities after your lifetime.

Additional ways to fund your gift:

*State laws govern transfer on death accounts. Please consult with your bank representative or investment advisor if you are considering this gift.

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Next Steps

  1. Contact Laurie Kelley Mary Whitney Brett Beck Tina Gilson Mark Johnson Molly Swain Lon Dufek & Megan Crane Lon Dufek & Megan Crane Lon Dufek & Megan Crane Lon Dufek & Megan Crane Lon Dufek & Megan Crane Lon Dufek & Megan Crane Lon Dufek & Megan Crane Lon Dufek & Megan Crane Lon Dufek & Megan Crane Lon Dufek & Megan Crane Lon Dufek & Megan Crane at 971-678-3369 or laurie.kelley@providence.org mary.whitney@providence.org brett.beck@providence.org plannedgiving@providence.org mark.johnson4@providence.org molly.swain@providence.org gary.crum@providence.org Lon.Dufek@providence.org Lon.Dufek@providence.org Lon.Dufek@providence.org Lon.Dufek@providence.org Lon.Dufek@providence.org Lon.Dufek@providence.org Lon.Dufek@providence.org Lon.Dufek@providence.org Lon.Dufek@providence.org Lon.Dufek@providence.org Lon.Dufek@providence.org for additional information on appreciated securities.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Providence in your plans, please use our legal name and federal tax ID.

Legal name: Providence National FoundationProvidence Marianwood FoundationProvidence TrinityCare Hospice FoundationProvidence General FoundationProvidence Hospice and Home Care Foundation of Snohomish CountyProvidence Mount St. Vincent FoundationProvidence Hospice of Seattle FoundationProvidence Children's Health FoundationProvidence Benedictine Nursing Center FoundationProvidence Community Health Foundation - Southern OregonProvidence Hood River Memorial Hospital FoundationProvidence Milwaukie FoundationProvidence Newberg Health FoundationProvidence Portland Medical FoundationProvidence St. Vincent Medical FoundationProvidence Seaside Hospital FoundationProvidence Willamette Falls Medical FoundationProvidence Foundations of Oregon
Address: 4400 NE Halsey Street, Suite 599, Portland, OR 972133725 Providence Point Dr. SE, Issaquah, WA 980295315 Torrance Blvd. #B1, Torrance, CA 90503916 Pacific Avenue, Everett, WA 982011615 75th St. SW, Suite 210, Everett, WA 982034831 35th Ave. SW, Seattle, WA 981262811 S. 102nd Street, Suite 220, Tukwila, WA 98168830 NE 47th Ave., Portland, OR 97213540 Main St., Mt. Angel, OR 97362940 Royal Ave., Suite 410, Medford, OR 97504810 12th St., Hood River, OR 9703110150 SE 32nd Ave., Milwaukie, OR 972221001 Providence Dr., Newberg, OR 971324805 NE Glisan St., Portland, OR 972139205 SW Barnes Rd., Portland OR 97225725 S. Wahanna Road, Seaside, OR 971381500 Division Street, Oregon City, OR 97045P.O. Box 3375, Portland, OR 97208
Federal tax ID number: 94-307854391-755428833-026101691-104161727-255274991-118811991-207727893-080014091-194028693-069290793-092199094-307951593-088914493-123149493-057598293-092732093-1003750Select your foundation to view

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Personal Estate Planning Kit Personal Estate Planning Kit

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