Gifts of Stocks and Securities
Stock transfer notification form
If you plan to transfer a gift of stock to our organization, please fill out our notification form.
Donating appreciated securities, including stocks or bonds or mutual fund shares, is an easy and tax-effective way for you to make a gift to Seattle Foundation. This is one of the most popular strategies our philanthropists use to fund their Donor Advised Funds or make unrestricted gifts to support the range of community impact programs we support here at the Foundation.
Benefits of gifts of Stocks and Securities
- Avoid paying capital gains on our sale of appreciated stock you transfer to us
- Receive a charitable income tax deduction for the full value of the securities
How to make a gift of Stocks and Securities
By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Seattle Foundation.
By certified mail - We suggest contacting us first if you choose this option! If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.
More on gifts of Stocks and Securities
There are special rules for valuing a gift of stock. The value of a charitable gift of stock or of a bond is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift. Regardless of the type of securities, they must be transferred to Seattle Foundation, rather than sold by you, to receive the benefits named above.
Contact us
If you have any questions about gifts of Stocks and Securities, please contact us. We would be happy to assist you and answer any questions that you have.