Giving stock as a gift to Washington’s National Park Fund is a great way to support critical park projects while offering a number of financial benefits to you, the donor. 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 to WNPF.
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 WNPF), and/or preserving available cash for other needs. When you donate appreciated securities, you are making a significant contribution to the protection of the park of your choice: Mount Rainier, North Cascades or Olympic National Parks.
Ready to make the move? Follow these easy steps:
1. Let Us Know Your Plans. Notify Laurie Ward, CEO at Washington’s National Park Fund, so she can track the gift. Reach her by phone at (206) 623-2063 or by email at laurie@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
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.
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:
Laurie Ward Chief Executive Officer (206) 623-2063 fund@wnpf.org
Cover photo: Mount Rainier National Park by Heather Danforth, and footer photo (below): Mt. Shuksan in North Cascades National Park by Michael Freedman 📷