Securities

Appreciated securities donations including stocks, bonds and shares of mutual funds, can provide great tax benefits while helping to support children in need. By transferring securities to NPH USA (formerly Friends of the Orphans), you help fund the programs at the NPH homes.

Potential Benefits of Gifting Securities

• Capital gains tax savings
• An income tax deduction
  
• Removing this asset from your estate for estate tax purposes
• If paying a pledge, receive a gift credit at the stock’s fair market value

Gifts of appreciated securities have a potential federal income tax deduction of up to 30% of the adjusted gross income of the donor with a 5-year carry forward of any excess.

To make a gift of securities, please instruct your broker to make an electronic transfer to the NPH USA brokerage account of the shares you would like to give. The following are the NPH USA brokerage account details that your broker will need:

Merrill Lynch
225 Wacker Drive, Suite 1900, Chicago, IL 60606
DTC # – 8862
Acct. Name – Friends of the Orphans, dba NPH-USA
Acct. # 7dq-02401

Electronic stock transfers into the NPH USA brokerage account do not contain your name. Therefore, it is very important that you contact Chuck Allworth, Director of Gift Planning and Donor Relations at NPH USA to inform him that you have donated those shares. That way, NPH USA will be able to record the gift properly and send you the gift acknowledgement letter that you will need for tax purposes. If you donate to the NPH USA St. Damien Pediatric Hospital Fund, please contact Jennifer Rayno, Vice President, Donor Relations, St. Damien Pediatric Hospital Fund.

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