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Gifts of Securities

Your gift of appreciated securities directly supports our work to create a better healthcare experience for our community — all while offering tax benefits for you.

Investing in our mission

Appreciated securities are publicly-traded stocks, bonds or mutual fund shares that are worth more today than when you first acquired them. When you donate an investment you’ve held for at least 1 year, it’s sold to fund accessible patient care, innovative research projects, community programs, student training and much more.  

Tax deductions are important benefits for donors. By donating securities, you avoid paying capital gains tax while also receiving a charitable income deduction for the fair market value of your donation.

Charitable gift annuities and remainder trusts are additional ways to show your support while earning guaranteed retirement income. Please talk with your legal and financial advisors to make informed decisions and plan your gift.  


How to give

Carefully read the instructions for how to give to each hospital of your choosing.


Tufts Medical Center

Get in touch with our contact to get started

Appreciated securities can be transferred to the Tufts Medical Center account at Morgan Stanley Smith Barney by contacting Michael Hession of Morgan Stanley Wealth Management. You can reach Michael at:

P: 617.570.9292 (direct)
P: 800.235.1205 x9292

For electronic transfers, please use the following information:

Account Information: Tufts Medical Center, Inc.
Account Number: 707-126043-351
DTC #: 0015
Morgan Stanley Wealth Management
28 State Street
Boston, MA 02109

If you need assistance or have any questions, please feel free to reach out to the Development office at 617.636.7656.

We also invite you to explore FreeWill’s secure online stock donation tool to easily designate your gift to Tufts Medical Center. Use this secure online resource to fill out the necessary forms for your brokerage and donate your securities quickly and easily to Tufts Medical Center.

Give by cash wire transfer

Please let us know of your impending cash wire transfer (amount and estimated date of transfer) by contacting us at 617.636.7656 or

Use the following information for cash wire transfers:

ABA: 021000021 or SWIFT: CHASUS33
JPMorgan Chase Bank, N.A.
270 Park Avenue
New York, NY 10017
Account Number: 467591827
Account Name: Tufts Medical Center, Inc.

Also, please 617.636.7656 call or email to inform us of your impending gift (stock name, number of shares and estimated date of transfer).

Lowell General Hospital

Contact us to get started

Lowell General Hospital accepts gifts of stocks, securities and wire transfers. Please call 978.323.7097 or email with any questions or to discuss further.

Care at Home

Call us to get started

To donate appreciated securities to Care at Home, or to talk through any questions, please contact Lauren Brousseau at 978.552.4927 or

MelroseWakefield Hospital

Call us to get started

To donate appreciated securities to MelroseWakefield, or to discuss any questions, please call us at 781.338.7620.

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