Thank you for your interest in supporting the mission of Marshfield Clinic Health System through a gift of stock.
For information on the tax benefits of stock gifts, please review the Charitable Gift Planning materials available on our website.
To help facilitate a gift of stock to Marshfield Clinic Health System Foundation, please use the following instructions:
A. To transfer stock by electronic transfer. Contact your broker and inform them that you wish to initiate a DTC transfer (electronic transfer from your brokerage account to ours) to MCHS Foundation. Ask your broker to include your name in the transaction description. Please provide your broker with the stock transfer form or the following transfer information:
- Pershing, LLC
F/B/O AC# NKV-042744
In addition, please send Marshfield Clinic Health System Foundation the completed stock transfer form so that we are aware of your gift and the fund you wish to benefit with your gift.
B. To transfer stock by mailing stock certificates. If you have the stock certificates, please mail the stock transfer form and stock certificates to us in an envelope and the stock power in a separate envelope (for security purposes) to the following address:
1000 North Oak Ave - 1R1
Marshfield, WI 54449-5777
The tax identification number for Marshfield Clinic Health System Foundation is 81-2822823.