How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

Print Page

Donating Appreciated Assets

One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets to WellSpan Philhaven instead of cash. By giving appreciated assets (like stocks held for more than one year), you'll get a charitable tax deduction for the full value of the asset and avoid any capital gains tax that would have applied if you had sold the stock and made your gift in cash.

Please provide the following information in your request when directing your broker to transfer your shares to WellSpan Philhaven:

  • WellSpan Philhaven
  • 283 S. Butler Road P.O. Box 550
  • Mt.Gretna, PA  17064
  • EIN: 23-1548822
  • WellSpan Philhaven's Broker: Northern Trust
  • WellSpan Philhaven's Broker Account Manager: Samantha Damlar
  • WellSpan Philhaven's Broker Phone: 480-887-9122
  • WellSpan Philhaven's Broker Fax: 312-557-2673
  • WellSpan Philhaven's Broker Email: SML14@ntrs.com
  • WellSpan Philhaven's DTC Number: 2669
  • WellSpan Philhaven's Agent Bank Number: 20290
  • WellSpan Philhaven's FBO Account Number: 26-60352
  • Tax ID Number: 23-1548822

It is important to notify WellSpan Philhaven of the specifics of this transaction (stock name, share quantity, gift designation) so we can credit your gift appropriately. Please contact us at (717) 270-7736 or bbame@wellspan.org.

Print Page