SHARE YOUR SHARES

Donating Stock

A gift of stock or mutual funds is often a great way to meet your charitable giving goals as well as maximize tax savings. There are many advantages to giving gifts of both appreciated stock, as well as depreciated stock. Consult with your financial advisor about the possibilities. Some things to think about though:

• Donating appreciated shares allow you to receive a full tax deduction for the fair market value of your gift and avoid capital gains taxes on the profit.
• When donating depreciated stock, by selling the stock prior to making the charitable donation, you are able to take a loss deduction as well as claim a charitable deduction.
• Making a gift through stock or mutual funds is easy!

If you would like to make a gift of appreciated securities, you will need to provide your broker with the following information:

Contact Information:

• Charles Schwab & Co.
• Delivery to DTC  Clearing 0164  Code 40
• Sustainable Path’s #5851-9760 Securities
• Our Tax ID# is 26-3039940

So that we can help expedite the processing of your gift, please:

• Remind your broker to include your name and contact information, and
• Contact Tasha Florez, Foundation Director, at Sustainable Path with the type of stock and number of shares

BY CHECK OR ONLINE

Mail checks to our office: 3213 W Wheeler, #102, Seattle, WA 98199

Contact tasha@sustainablepath.org for more information.

“There is a benefit to me as a donor to be part of a group philanthropy—I couldn’t make as much of a difference on my own.”
– June Eisenman, Group Philanthropy Partner