Stock Donation Instructions

Making a donation of stock is an easy and meaningful way to advance important programs and services in our community. Gifting appreciated stock that has been held for more than one year to a charitable organization is also a valuable way to avoid paying
capital gains tax on the increase in value. It’s an easy, tax-smart way to give. Plus, it increases your potential charitable deduction. Always consult your personal tax advisor for individual tax advice.

During the Match Madness campaign, the Partnership for Better Health is accepting gifts of stock to benefit participating organizations like DVSCP.  Instructions for  your broker to make the stock transfer are shared below. Please make sure DVSCP is listed as the designation for the gift: 100% of your stock contribution will be received by our organization, plus a portion of the matching gift fund.

Step 1: Instruct your Broker to make the transfer to:
Raymond James
Account Name: Partnership for Better Health
Account #: 652XX953 *
DTC Number: 0725

* Please contact Ann Carney or Casandra Jewell for the entire account number.

Step 2: Ask your Broker to notify our Raymond James contact when the transfer takes place:
Raymond James
Lisa Mifsud, Registered Client Service Associate
Office: 833-991-1426
Cell: 814-490-0513

Step 3: Provide the Partnership for Better Health with the following information:
     Name of your broker’s company
     Name of stock our broker should expect
     Number of shares being transferred
     Approximate date of expected transfer
     Purpose or designation of the gift to DVSCP

For more information, please contact Ann Carney (Finance Director) at 717-960-9009 x 3 or or Casandra Jewell (Office Operations Manager) at 717-960-9009 or