Instructions for Outright Stock Donation

To make an outright gift of stock to NHF, please follow these simple steps:

Step #1 CONTACT NHF

Please contact NHF prior to transfer, so that your gift can be handled quickly and properly acknowledged for tax purposes.

            BY PHONE:    877-470-6472 Toll-free or 703-516-4928

            BY E-MAIL:    planning@nationalhospicefoundation.org

Step #2 INSTRUCT YOUR BROKER TO TRANSFER

Please instruct your broker to notify our broker, Phil Lazzari at UBS Financial prior to transfer, in order for your gift can be handled expeditiously.

    Sample Transfer Instructions Letter for Stock       

Step #3 WIRE TRANSFER THE SHARES

Your broker may transfer to:

Phil Lazzari
UBS Financial

DTC #0221
500 E. Pratt St, 11th Fl, Baltimore, MD 21202
800-622-0073 Toll-free or 410-576-3231
Account #: JW12545

NHF Federal Tax ID #: 54-1586967

Please contact NHF for separate instructions for securities to fund:

  • charitable gift annuities,
  • charitable trusts