How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

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Donating Stocks & Securities

One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets to Good Shepherd instead of cash. By giving appreciated assets (like stocks held for more than one year), you'll get a charitable tax deduction for the full value of the asset and avoid any capital gains tax that would have applied if you had sold the stock and made your gift in cash.

Please provide the following information to your broker to transfer your shares to Good Shepherd:

  • Good Shepherd's Broker: Merrill Lynch
  • DTC Number: 8862
  • Account Name: Good Shepherd Rehabilitation Network
  • Account Number: 838-04065

It is important to notify Good Shepherd of the details of this transaction (stock name, share quantity, gift designation) so we can credit your gift appropriately. Please contact us prior to initiating the transfer.

Mutual Funds

Special instructions are required. Ask your financial advisor to contact one of our planned giving officers for assistance in transferring mutual fund shares. Please allow at least 30 days to complete the transfer.