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 Appreciated Assets

One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets to Summit Health Foundation 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 in your request when directing your broker to transfer your shares to Summit Health:

  • Summit Health Foundation
  • 785 Fifth Ave, Suite 1
  • Chambersburg, PA  17201
  • EIN: 23-3050192
  • Summit Health's Broker: Northern Trust
  • Summit Health's Broker Account Manager: Candice Dy
  • Summit Health's Broker Phone: 312-557-3434
  • Summit Health's Broker Fax: 312-557-2673
  • Summit Health's Broker Email: cd35@ntrs.com
  • Summit Health's DTC Number: 2669
  • Summit Health's Agent Bank Number: 20290
  • Summit Health's FBO Account Number: 26-60352
  • Tax ID Number: 23-3050192

It is important to notify Summit Health Foundation of the specifics of this transaction (stock name, share quantity, gift designation) so we can credit your gift appropriately. Please contact us at (717) 267-7457 or cclouser@wellspan.org.