Donating Stocks & Securities

Build your community through the gift of stocks and securities.

Your gift of appreciated securities can ensure your friends and neighbors have a hand up when they need it, while offering you significant financial benefits*.

How to Donate Stock

1. Notify Your Broker

Notify your broker that you would like to donate shares to Opportunity Council (Tax ID # 91-0787820) and include the following information:

Brokerage: US Bancorp Investments
Broker: Greg Herrling, 360-738-2622
DTC#: 0280
Account Name: Opportunity Council
Opportunity Council Acct#: 13928031
Opportunity Council Tax ID#: 91-0787820

2. Inform Opportunity Council

We encourage you to alert us in advance with the details of your appreciated gift so we can properly acknowledge your donation. Electronic security transfers do not necessarily provide us with your information. To ensure a timely gift acknowledgment, please provide the following information to contact Katie Rose, Fund Development Manager via our contact form or by calling (360) 734-5121 x 1332.

Please include:

  • Your name, address, phone number and/or email address.
  • Name of the security you are donating
  • Number of shares
  • Approximate transfer date and transferring brokerage firm

 

*Transferring ownership of securities to Opportunity Council may qualify for a charitable deduction for the full market value of the donation and incur no capital gains tax subject to IRS deductible limitations. Please consult with your financial advisor and personal tax advisors for details. 

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