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.

  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.

Information your advisor will need:

Institution: Pioneer Trust Bank, N.A.
Account Name: Salem Health Foundation

DTC Eligible Securities

DTC: 2669
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


Please contact:
Lisa Ratliff, Securities Operations Specialist
Fax: 503-364-4669

Salem Health