Giving gifts of stock to Washington’s National Park Fund is a great way to support critical park projects while receiving a number of financial benefits. You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, regardless of what you originally paid for them. Plus, you pay no capital gains tax on the securities you donate.
Besides the tax benefit, other reasons to give stock include reducing a concentrated equity position in a particular stock, “locking in” the benefit of past appreciation (for Washington’s National Park Fund), and preserving available cash for other needs. Learn more about the benefits of donating stocks directly:
Ready to make the move? Follow these easy steps:
Prefer to make your stock gift online? By visiting Washington’s National Park Fund’s page on DonateStock.com, you can donate stock from your brokerage directly to our account through a secure portal. Please note: donations made using this option incur a small transaction fee. Learn more at DonateStock.com/wnpf.
1. Let Us Know Your Plans. Notify Susan Nebel, Director of Philanthropy, so she can track the gift. Reach her by phone at (206) 623-2063 or by email at susan@wnpf.org.
2. Have Your Representative Inform Us Ahead of the Transfer. Ask your investment representative to notify us prior to the transfer so your gift can be handled expeditiously and properly acknowledged for tax purposes.
3. Make the Transfer. Ask your investment representative or contact your online brokerage company (i.e., TD Ameritrade, Merrill Lynch, etc.) to transfer the stock or mutual funds to WNPF’s account at Charles Schwab.
To transfer stock to Washington’s National Park Fund, please use the following information:
Tax ID Number: 01-0869799 Receiving Institution: Charles Schwab & Co., Inc. Account Title: Washington’s National Park Fund Account Number: 7667-8408 Brokerage Depository Trust Company (DTC) Number: 0164, Code 40
Contact: Ryan Sprayberry, 206-464-5210 Laird Norton Wealth Management 801 2nd Ave, Suite 1600, Seattle, WA 98104
Financial Details: Washington’s National Park Fund is a 501(c)(3) nonprofit organization and our tax ID# is 01-0869799. Contributions are tax-deductible to the extent allowed by law.
Get in touch:
Susan Nebel Director of Philanthropy (206) 623-2063 susan@wnpf.org
Cover photo: Olympic National Park by Nate Brown, and footer photo (below): View of Mount Baker from Mount Shuksan in North Cascades National Park by Michael Freedman 📷