Why Consider Donating Appreciated Stocks?

Gifting stock, bonds, or mutual funds is a simple and powerful way to support our mission to provide compassionate, comprehensive healthcare to everyone in need, regardless of ability to pay. It also offers several financial advantages:

• Donate appreciated assets directly: Stocks, bonds, and mutual funds held for more than a year can be transferred easily.
• Receive a full fair-market tax deduction: You may be eligible to deduct the total market value of your securities at the time of the gift.
• Avoid capital gains taxes: You are not responsible for paying capital gains taxes on appreciated assets.

Note: Because individual tax circumstances vary, we recommend consulting your financial advisor before making a gift.

How to Make a Stock Donation to WFHC

We make the process quick and secure. Just follow the two steps below:

Step 1: Initiate the Transfer

Contact your financial institution or brokerage and let them know you would like to make a charitable stock donation to Whole Family Health Center. You may need the following account details:

• DTC Number: 8862
• Account Name: WHOLE FAMILY HEALTH CENTER INC
• Account Number: 73602537
• Receiving Institution: Merrill Lynch

Please note: Electronic stock transfers do not automatically include the donor’s name or contact information. To ensure we can properly acknowledge your generous gift, please also complete Step 2.

Step 2: Notify WFHC of Your Gift

Once you’ve initiated the transfer, contact our Development Team or have your broker do so. You can notify us via:

• Email: WFHCMarketing@wfhcfl.org
• Phone: 772-925-8196

Please include the following details:

• Donor’s full name and complete mailing address
• Name of the security (stock/mutual fund) and number of shares being donated
• Date the transfer was initiated
• Purpose of the gift (e.g., general fund, capital campaign, or a specific program)

Tax Acknowledgment and Processing

• Stock gifts are officially acknowledged based on the date they are transferred into WFHC’s Merrill Lynch account.
• Per IRS guidelines, your gift acknowledgment letter will state the name and number of shares donated.

Thank You!

Your stock gift helps us continue delivering patient-centered healthcare, reaching more families, and improving lives across our community.

Whole Family Health Center
827 18th Street, Vero Beach, FL 32960
Tax ID: 65-0715258
www.wfhcfl.org