Gifts of Stock & Securities

The Orlando Health Foundation is happy to accept a gift of stock to benefit any of the programs and/or facilities within Orlando Health.

The easiest method of achieving the transfer of stock is to notify your broker that you wish to transfer the stock to our account at SunTrust.  You will need the following information:

Name on Account: Orlando Health Foundation, Inc.
Account: 7923356
DTC:  2039
FFC SunTrust Bank a/c 11188

In order to complete the transfer, you and/or your broker will need to contact:   

Darlene Moulder
SunTrust Bank Foundations & Endowments Specialty Practice
Phone: 407-237-5986
Email: [email protected]

When the Foundation receives notification of the transfer, we will provide you with a statement that reflects the amount of your gift per IRS guidelines.  The amount of your gift is calculated using the mean of the high and the low on the date of the gift.

In order to better serve you, it is also helpful to let the Foundation know the name of the stock, how many shares, the date the authorization is delivered to your stock broker and where you would like to designate your gift.  This will assure that your gift of stock is credited appropriately.

Thank you for supporting Orlando Health.  If you have any questions, please feel free to contact:

Matt Lilly

Vice President of Planned Giving & Major Gifts

321-843-2488

[email protected]

Orlando Health Foundation, Inc.

Federal Tax Identification Number:

59-2244943