Gift Planning Menu Friends of the Columbia Gorge
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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Friends of the Columbia Gorge.

Gift of Stock and Bonds
Stocks/Bonds
Friends
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Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

Make your gift today by electronic transfer!
To transfer stock from your brokerage account to ours, you will need to give this information to your broker:

Friends' accounts number:  Charles Schwab #84870709
DTC number:  0164
Friends tax ID:  93-0782467
Friends' Account Manager:  Luz Garcia, Ferguson Wellman
(503) 226-1444 or garcia@fergwell.com

Please let us know when you transfer stock and ask your broker to include your name with the transfer so we can thank you and credit your donor record.

By certified mail - 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 bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock 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.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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