Reasons to consider donating appreciated stocks

Gifting stock is a simple and powerful way to support the work that Whole Family Health Center is doing every day. It also offers you financial benefits:

• You can easily donate appreciated stocks, bonds, or mutual funds
• The total value of the stock upon transfer is tax-deductible
• There is no obligation to pay any capital gains taxes on the appreciation

Note: Individual situations vary, so donors should consult their advisors

If you have any questions about the two-step process for stock donations below, contact us at 772-925-8196 or WFHCMarketing@wfhcfl.org.

Instructions: How to make a stock donation

Step 1: Complete your transfer

Contact the institution where your stocks are held and let them know you’d like to transfer the shares to the Whole Family Health Center account at Merrill Lynch. You may need the following codes:
     DTC # 8862
     Account Name: WHOLE FAMILY HEALTH CENTER INC
     Account # 73602537

Should you require it, WFHC’s Federal Tax Identification Number is 65-0715258

For more information on how to support our mission with a stock donation, please contact us at 772-925-8196 or email us at WFHCmarketing@wfhcfl.org.

Step 3: Let us know about your gift of stock

Stock donations transferred to our account aren’t accompanied by donor information. We want to be sure we can acknowledge your charitable donation of stock and send you a tax receipt, so please be in touch. Please email us at WFHCmarketing@wfhcfl.org or call us at 772-925-8196 to report your stock gift details.