Gifts of Stock
Thank you for your interest in making a charitable donation to the Community Foundation of North Central Washington (CFNCW) in the form of a Stock Transfer. Please complete and return this form to receive your tax-acknowledgement.
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. 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. You may also save on brokerage fees because you are transferring ownership rather than selling the stock.
If you would like to make a donation of stock to CFNCW (tax # 91-1349486), please note the following:
- Brokerage House: Charles Schwab
- Account Name: Community Foundation of North Central Washington
- 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)
Please complete the information below to notify CFNCW of your gift and help ensure it is processed accurately. You may also download a Gift of Stock Form and email the completed form to firstname.lastname@example.org.
Donor and Securities Information