A stock donation allows you to easily donate long-term appreciated securities – reaping the deduction value of today’s value while eliminating capital gains taxes.* The simplest way to donate publicly traded stocks to the Foundation is to have your broker transfer shares electronically to the Foundation’s brokerage account.
Once you’ve made the decision to transfer stock, please contact our office at 425.391.8557 or firstname.lastname@example.org. Notification is important so we can credit you for the donation (your name may not transfer with the stock).
You will be credited for the value of the stock based on the high and low average quoted selling prices on the day that your donated stock is received into the Foundation’s brokerage account. For tax purposes, your donation is completed on the day your broker transfers the stock. *Please consult your tax advisor regarding the actual amount of your deduction and the date of the contribution.
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