Donating Stock to Healwell

Thank you for your generosity in supporting Healwell! Donating stock is a tax-efficient way to make a significant impact. Below is a step-by-step guide to complete your donation of stocks, mutual funds, or ETFs (all classified as “securities”).

Step 1: Contact Your Brokerage Firm

1. Log in to your brokerage account or call your brokerage firm’s customer service.

2. Inform them you would like to make a securities transfer to a non-profit organization as a donation.

Step 2: Provide Transfer Instructions

Your brokerage firm will ask for the details of the receiving account. Provide them with the following information:

• Receiving firm: Altruist

• DTC Number: 3164

• Account Number: 10081514

• Account Name: Healwell

• Healwell’s Address: 4201 Wilson Boulevard, #110-341, Arlington, VA 22203

Step 3: Notify Healwell

After initiating the transfer, notify Healwell of your gift to ensure they can confirm receipt and provide you with the appropriate tax documentation. Send an email to [email protected] with the following details:

• Your name and contact information

• The securities name(s) and number of shares being donated

• The approximate value of the donation

Step 4: Retain Documentation for Tax Purposes

Healwell will provide you with an acknowledgment letter once the transfer is complete. Keep this letter for your records to claim your charitable deduction when filing your taxes. The fair market value of the stock on the day of the transfer will be used for tax purposes.

Additional Notes

• Processing Time: Securities transfers may take several business days or even longer at the end of the year. Plan accordingly if your donation is time-sensitive (e.g., end-of-year giving).

• Tax Advice: Consult a tax advisor to understand the specific benefits of donating securities, such as avoiding capital gains tax.