A gift of stock or mutual funds is often a great way to meet your charitable giving goals as well as maximize tax savings. There are many advantages to giving gifts of both appreciated stock, as well as depreciated stock. Consult with your financial advisor about the possibilities. Some things to think about though:

  • Donating appreciated shares allow you to receive a full tax deduction for the fair market value of your gift and avoid capital gains taxes on the profit.
  • When donating depreciated stock, by selling the stock prior to making the charitable donation, you are able to take a loss deduction as well as claim a charitable deduction.
  • Making a gift through stock or mutual funds is easy!

If you would like to make a gift of appreciated securities, you will need to provide your broker with the following information:

Contact Information:

UBS Financial Services
925 4th Ave, Suite 2500
Seattle, WA 98104
Deena Fuller (206) 447-2418

DTC: #0221
Sightline’s UBS Account Number: #WI42341
Tax ID: 52-1833599

Please also remind your broker to include your name and contact information. Also, please contact Meaghan Robbins, development director, at Sightline Institute with the type of stock and number of shares so that she can help expedite the processing of your gift.

Meaghan can be reached at 206-447-1880 x 110, or by email at meaghan [at] sightline [dot] org.