Donating Stock

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Gifts of stock or appreciated securities enable you to support C89.5’s music and educational mission while receiving tax benefits. Donating stock to C89.5 may reduce your capital gains, estate or income taxes. According to Forbes, donating stock instead of cash “such as shares acquired from a stock option exercise, restricted stock/RSU vesting, or employee stock purchase plan, can be a smart tax-planning move.” Contact your financial adviser for details specific to your situation.

Contributing securities is a simple, two-step process:

Step 1. Download this sample letter , fill it out, and mail or email it to your broker, authorizing transfer (not sale) of securities to C89.5.

IMPORTANT: Please instruct your broker to include your name, contact information, and any special instructions with your transfer.

If donating stock close to the end of the year, check with your broker soon after sending the letter to ensure that the transfer is completed by December 31st. Donations of stock may take several business days to process.

Step 2. Complete this form to notify C89.5 of your intended donation

 

Gifts of Mutual Fund Shares: These may require special processing through your broker or mutual fund issuer and may take longer than a stock transfer. Contact C89.5 broker, Aaron Yoon, if you wish to donate mutual fund shares: 206-306-2007 or aaron.yoon@edwardjones.com

Securities in Certificate Form
If you have (physical) stock or bond certificates, please contact Bruce Wirth to arrange for delivery: 206-252-3817

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