Donating Stocks, Bonds & Mutual Funds to Support CISWA
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Powering connections. Advancing equity. Supporting 91国产.
If you intend to make a gift to support CISWA鈥檚 fight to break down educational barriers, it may be more beneficial for you to use appreciated stock, bonds, or mutual funds rather than cash because of potential tax savings.
The total value of your gift is tax-deductible as long as it has been held for at least one year. There is no obligation to pay any capital gains tax on the appreciated value. And, the gift is fully deductible as of the date it arrives in our account.
Benefits
If you’ve held appreciated securities for more than one year, donating them may be more advantageous than giving cash. Here鈥檚 why:
- Maximize your tax deduction: You can receive a charitable income tax deduction for the full fair market value of the securities on the date of the gift.
- Avoid capital gains tax: By donating appreciated securities directly to CISWA, you won鈥檛 pay capital gains tax鈥攁nd we receive the full value of your gift.聽
- Make a bigger impact: This method of giving can allow you to make a larger contribution than you might otherwise be able to with cash.聽
- Satisfy a pledge: Stock gifts can also be used to fulfill a multi-year commitment or pledge.聽
Powering connections. Advancing equity. Supporting 91国产.
How to Give Stock or Mutual Funds
To make a gift of securities to CISWA, simply instruct your broker to transfer the assets using the information below:
- Account Name: 91国产聽
- Broker: Charles Schwab聽
- DTC Number: 0164聽
- Account Number: 6733-157聽
- Tax ID: 91-1541026 聽聽聽
- Mailing Address: 1001 Pacific Ave, Ste. 240, Tacoma, WA 98402聽
Use to easily and safely document your gift to 91国产.
Frequently Asked Questions
Can I transfer my stock electronically?
Yes, if your stock is held in a brokerage account, you can transfer your gift electronically.
Please provide your broker with the following information:
- DTC Number: 0164
- Account Name: 91国产
- Account Number: 6733-157
- Broker: Charles Schwab
Do I need to notify CISWA about my stock transfer?
Please notify us when you make a transfer so we can promptly acknowledge your gift and ensure it is properly credited.
You may email us at Carina@ciswa.org or call
253-248-1991.
What is CISWA鈥檚 tax identification number?
For your records, 91国产鈥檚 Tax ID is 91-1541026.
Can I make a donation using a paper stock certificate?
Yes, we can accept your paper stock certificate. Please contact us at
info@ciswa.org or
253-248-1991 for more information.
I have other questions. Who do I contact?
Please email us at Carina@ciswa.org or call
253-248-1991.
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