Stock or Mutual Funds
Making a gift of stock is an easy and tax-wise way to invest in our mission of providing immediate help to students in need. You may recieve an income tax deduction for the full market value of the donated shares if you've held them for more than one year, as well as benefit from avoiding any capaital gains on the appreciation of those shares.*
Click here for our instruction sheet with required information for making a gift of stock or mutual funds. To make sure your stock transfer is properly recieved and accounted for, please contact Deborah Cushing prior to executing the transfer of shares.
For questions regarding gifts of stock or mutual funds, please contact Deborah Cushing at 206-352-1199, ext.26.
*Please consult your tax advisor concerning deductibility.