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Saint Luke Institute is pleased to accept gifts of stock. These
gifts can provide an additional tax benefit to you. A gift made with
appreciated securities provides you with a charitable income tax
deduction based on the securities' fair market value on the date
of transfer and you do not incur a tax on unrealized capital gain—you
avoid the capital gains tax that would have been due had you sold
the securities yourself!
Stock Donation Information
Saint Luke Institute requests that gifts of stock be electronically
transferred to its account at Chevy Chase Financial Services. To
find out how to make this transfer, please click on the link for
the Stock Transfer Form.
For Further Information
If you have any questions, please contact:
Valerie A. Lapcinski, CFRE
Director, Development and Marketing
Saint Luke Institute, Inc.
8901 New Hampshire Ave.
Silver
Spring, MD 20903
Tel: 301-445-7970
Fax: 301-422-5400 valeriel@sli.org
Other Ways to Give
IMPORTANT NOTICE WHEN TRANSFERRING STOCKS TO SAINT
LUKE INSTITUTE: Due to federal, state and local privacy statutes
currently enforced, often your broker may not provide us with any
personal information, including your name. The only information
that comes to Saint Luke Institute with your transfer may be the
name of the security, number of shares, and firm initiating the
transfer. As you initiate your transfer, please fill out the Stock
Transfer Form and
send it to us; contact information is on the form. With this information,
it is possible for us to match your gift to the broker's transfer,
and allows us to deposit your gift into the correct account and
properly thank and acknowledge you for your gift. Please also provide
your broker with a copy of this form which includes your name,
address, stock name, number of shares, and designation of your
gift. The date of the gift will be the date that the securities
arrive in Saint Luke Institute’s account.
Saint Luke Institute is a 501(c)(3) organization,
incorporated in Maryland. Donations are tax deductible to the fullest
extent allowed by law. The information contained on this site is
not intended as legal or tax advice and is provided solely for
informational purposes. Contributors should consult their tax advisor
regarding the tax deductibility of any gift or pledge. A copy of
our current financial statement is available upon request by writing
the Development Office at Saint Luke Institute, 8901 New Hampshire
Avenue, Silver Spring, MD 20903.
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