Under your financial advisor’s recommendation, you can avoid tax on capital gains by making a gift to Ohio’s Hospice of Dayton with your appreciated securities. This will reduce your income tax by immediate deduction for full value while supporting end of life patient care and family programs at Ohio’s Hospice of Dayton.
Electronic Transfer of Stock (DTC)
Ask your financial advisor to transfer the stock via DTC.
Send DTC to: Merrill Lynch DTC#5198
Account Name: The Hospice of Dayton Foundation
Account No. 5SE02170
Or contact Merrill Lynch directly at (937) 847-4079 and ask for a member of the Schade Team to assist you with your stock transfer.