Gifts of Stock

Giving stock can help combine your charitable giving goals with effective estate and financial planning. By giving appreciated stock to the Sequoia Hospital Foundation, you can potentially avoid capital gain taxes that would be due as a result of its sale. This way, you can turn stock market gains into community investment to care for those in our community.

For electronic stock donations to the Sequoia Hospital Foundation please include the following DTC delivery instructions:

To: Morgan Stanley Smith Barney LLC
Account Representative: Nicole Landry (415) 576-2117
DTC Participant: #015
Account Title: Sequoia Hospital Foundation
Account Number: 814-023265

When you are delivering stock to Morgan Stanley, please inform Gail Rudolph of the date and total amount so she can ensure prompt receipt. Complete the Electronic Stock Transfer Form and return it to the Foundation office by email or fax.

If you have questions about making a gift of stock, please contact the Foundation office at (650) 367-5657 or email Sequoia.Foundation@dignityhealth.org.