Thank you for your interest in making a charitable contribution to the HCA Hope Fund via Stock Transfer.
Donations made to the Hope Fund are helping families every day as a grant provides a glimpse of hope when faced with financial crisis due to an illness, disaster, or other circumstance they didn’t expect to face. In addition to helping families in need, there are other benefits to donating stock. When donating stock you are eligible to receive an income tax deduction based on the current market value of the stock, and you also may avoid paying capital gains tax on any appreciation in the stock if you have held the stock for more than one year and certain other requirements are met. Please consult with your tax advisor.
How to Give
Instructions for shares held at brokerage firm:
- Instruct the institution where stock is held to transfer shares to the HCA Hope Fund account (# LAT 032832) at National Financial (DTC # 0226).
- After transferring stock, please be sure to notify the HCA Hope Fund by submitting the requested information on the Stock Notification Form. This will allow us to identify the origin of the stock donation and provide you with a tax receipt in a timely manner.
For gifts not held in a brokerage account or other questions you may have please contact Jennifer Knight at Jennifer.Knight@hcahealthcare.com or by phone at 615-344-2852.
Please Note: All securities transactions by employees of HCA affiliates and subsidiaries and members of HCA’s Board of Directors (including donations of stock) are subject to the terms and restrictions set forth in the HCA Securities Trading Policy LL.SEC.001 (including blackout periods and pre-clearance procedures, as applicable).