Giving a gift of securities

Donating gifts of securities to Salem Health Foundation is an easy process and our staff will work with you to make it as simple as possible. To donate securities, follow these steps: 

  1. Contact your investment advisor who will have you sign a letter of direction outlining the shares that you wish to donate.
  2. The transfer will be processed by your investment advisor.
  3. The Salem Health Foundation will send you a tax receipt to acknowledge your gift.
  4. Before delivery, the donor should notify the Salem Health Foundation and/or Pioneer Trust Bank, N.A. of the incoming security(ies) and quantity(ies).  If sufficient information isn’t provided, Pioneer Trust Bank may be required to return the shares.

Information to provide to your advisor: 

Institution: Pioneer Trust Bank, N.A.

Account Name: Salem Health Foundation

Delivery Instructions:

DTC Eligible Securities
DTC: 2669 – Northern Trust Company
Agent Bank ID #: 20290 
Institutional ID #: 92964
For Further Credit: For Pioneer Trust Bank Acct# 17-25380 FBO Salem Health Foundation

Fed Eligible Securities
ABA #: 123200059
Account: Trust 1050
For Further Credit: Pio Tr Bk Salem/Trust

Mutual Funds
Contact Pioneer Trust Bank for specific instructions

Street Name or Non-DTC Eligible Securities
Pitco, A Partnership
PO Box 2305
Salem, OR 97308

Pioneer Trust Bank Contact Information:

Pioneer Trust Bank, N.A.
Attn:  Lisa Ratliff, Securities Operations Officer
109 Commercial St NE
Salem, OR  97306
503-363-3136 ext. 229
503-364-4669 (Fax)
securities@pioneertrustbank.com
 

Salem Health

503-814-5200