Giving a gift of securities
Donating gifts of securities to the Salem Health Foundation is greatly appreciated, and our staff is happy to work with our donors to make it as easy as possible.
Before delivery, the donor should notify the Foundation and/or Pioneer Trust Bank, N.A. of the incoming security(ies) and quantity(ies).
If shares are sent without prior notification, the shares may be returned.
- Contact your investment advisor who will have you sign a letter of direction outlining the shares that you wish to donate.
- The transfer will be processed by your investment advisor.
- The Salem Health Foundation will send you a tax receipt to acknowledge your gift.
Information your advisor will need:
Institution: Pioneer Trust Bank, N.A.
Account Name: Salem Health Foundation
DTC Eligible Securities
Agent Bank ID #: 20290
Institutional ID #: 92964
For Further Credit: For Pioneer Trust Bank Acct# 17-25380 FBO Salem Hospital Foundation
Fed Eligible Securities
ABA #: 123200059
Account: Trust 1050
For Further Credit: Pio Tr Bk Salem/Trust
Street Name or Non-DTC Eligible Securities
Pitco, A Partnership
PO Box 2305
Salem, OR 97308
Lisa Ratliff, Securities Operations Specialist