Appreciated Stock and/or Mutual Fund Shares can be one of the most advantageous ways of giving. If you have owned securities for more than one year, the full fair market value may be taken as a charitable contribution, bypassing all capital gains tax.
Stock Transfer Instructions
Stock gifts can be made to Brattleboro Memorial Hospital (held by the foundation of Southern Vermont Health Services, Inc.) through their Wells Fargo Advisors account. The account # is 62386625 and the DTC is 0141. Please let the Development Office at BMH, 802-257-8314, know when you are making a stock gift.