Make a Lasting Impact with a Gift of Stock
A gift of stocks is a simple and tax-wise way to support WPC. By making a gift of your appreciated securities, you can avoid paying capital gains tax that would otherwise be due if you sold these assets.
Benefits of Donating Securities:
- No capital gains tax on donated securities
- Receive a charitable income tax deduction
- Enjoy the potential for increased income
Donating is easy. To initiate your gift, please contact Assistant Vice President for Development Lauren Smith at (206) 946-1014 or lsmith@washingtonpolicy.org with the following details:
- Number of shares
- Approximate value of your gift
- Name of the stock you wish to donate
- Your broker’s name and contact information
Or, you may provide your broker with the following information:
Kent Ryland, Broker, UBS Wealth Management
108th Ave N.E, Suite 800
Bellevue, WA 98004
(425) 990-2752 (main)
Custodian: UBS Financial Services Inc.
Account #: KX 21458
Depository Trust Corp (DTC) #: 0221
Tax ID #91-1752769
We are deeply grateful for your support!
