Gifts of Stock

Donating Your Retirement Assets

One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets to Marian Regional Medical Center 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 Marian:

Marian Regional Medical Center Foundation
1400 E Church Street
Santa Maria, CA  93454
EIN: 95-3818027
Marian's DTC Number:
Marian's Account Name: Marian Regional Medical Center Foundation
Marian's FBO Account Number:

It is important to notify Philanthropy of the specifics of this transaction (stock name, share quantity, gift designation) so we can credit your gift appropriately. Please contact us at (805) 739-3595 or Jessa.Brooks@DignityHealth.org.