GIFT OF STOCK

For stock held in brokerage accounts, your broker can assist you in making a gift of stock via a direct transfer to CFNCW.

Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide better tax benefits than giving cash. When you gift publicly traded stock, your charitable income tax deduction is equal to the fair market value of the stock and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock.

Additionally, there are no commissions charged for stock transfers to the Community Foundation of NCW.

To Make a Stock Gift

1) Give this information to your broker/financial advisor:

  • Brokerage House: Charles Schwab
  • Account Name: Community Foundation of North Central Washington
  • Tax ID# 91-1349486
  • Account Number: 4480-6710
  • Telephone Number: 800-515-2157
  • DTC Number: 0164
  • Reference: Donor Name (Including your name will ensure the gift is properly acknowledged)

2) Complete the Gift of Stock Form below - this is required to complete the transfer.

Gift of Stock Form (Required!)

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YOUR GIFT AT WORK

Tenoch Mandujano

Tenoch Mandujano

Scholarship Recipient

"My father was a migrant agricultural worker who eventually started his own cherry and apple orchard. [He] told me if I wanted to live a better life, I had to get an education. I plan on starting a career with the Chelan PUD with a passion for renewable energy and in turn give back to my parents and community for supporting my dreams.”

2019RIGOutreach-RosieYardSigns-Crop

Chelan Douglas Volunteer Attorney Services

REGIONAL IMPACT GRANT RECIPIENT

The Regional Impact Grant provided funds to hire a Housing Justice and Outreach Coordinator to visit rural and underserved areas. Rosie’s bilingual and bicultural skills and experience have increased equity of service. Rosie is building partnerships with local organizations through events such as the Columbia Valley Community Health’s Back to School Drive, as well as posting yard signs.

ThomasSmith

Aero Methow Rescue Service

STRATEGIC CONSULTING GRANT RECIPIENT

Due to being rural, remote, and geographically isolated Aero Methow Rescue Service must be prepared to do more than respond to emergencies. We have become a healthcare partner who fills gaps in service.  This program allows our board the time and ability to work with a Strategic Planner to modify our plan to address those gaps.

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ASSETS UNDER MANAGEMENT

$0 M

GRANTS & SCHOLARSHIPS AWARDED

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CHARITABLE FUNDS

FOUNDATION FACTS

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