Stock Gifts
Maximize your gift through appreciated securities or other assets, such as real estate. You may qualify for tax benefits that help you give more. Your tax deduction is based on current fair market value as of the date of the gift and you pay no capital gains tax on appreciated value. If you wish to make a gift of appreciated securities, there are two crucial steps to ensure the smooth transfer of assets:
- Ask your broker to make a direct electronic transfer of your securities to Pathways Home Health & Hospice. You will need to provide the following information to your broker:
Our Brokerage Account: Wells Fargo Advisors
Our Account Executive:
Ashkahn Moayedi, AMWA®
1950 University Avenue, Ste. 300
East Palo Alto, CA 94303
650-330-3801
650-858-3501 fax
[email protected]
DTC Account No: 0141
Well Fargo Account No: 2095-9169
Pathway’s Tax ID No: 94-2823240
- Let Pathways Home Health & Hospice know of your gift as soon as possible so we can alert our broker and properly credit the gift to you. Please let us know the name of the security, the number of shares donated, and the date of transfer out of your account.
Please contact, or have your broker contact:
Pathways Home Health & Hospice
585 North Mary Avenue
Sunnyvale, CA 94085
408-730-1200
