Gifts of Stock

Giving gifts of stock to The Mountaineers is a great way to support our mission. 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, you capture the benefit of past appreciation, and you are able to preserve your available cash for other needs.

If you are interested in giving a gift of stock to The Mountaineers, you can click the button below to get all of the information you need. This will also notify our philanthropy team of your intentions so that we can follow up and ensure that everything goes smoothly. 

If you're still looking for more information about stock gifts, please keep reading below.

submit "gifts of stock" form

Benefits of a Stock Gift

• Making a meaningful gift to an organization you believe in, is a benefit all its own. 
• Charitable tax receipt for your gift.
• Reduce taxes paid on capital gains.
• Reduce your portfolio's exposure to a particular stock, and lock in past appreciation.

Making your stock gift

Review your portfolio and select stock that you’ve owned for more than a year and that has appreciated in value. You may transfer securities (stocks, bonds, mutual funds) to The Mountaineers. While you can donate stock that you’ve held for less than a year, you will only be able to deduct the amount you originally paid.

The most efficient way to facilitate a gift is to click the button above which will notify our team and provide you with the necessary information to trigger the gift. If you would like to connect with a team member directly, you can reach out to the development team at development@mountaineers.org or call John Rosenberger at (206) 521-6022 to discuss. 

We will notify you when the gift officially arrives and process the gift acknowledgment you will need for your tax records. 

Donation by Mail

You may also mail stock certificates to us. Send the unendorsed stock certificate and a signed stock power (available from your broker) in separate envelopes. Please also enclose a “gifting letter” that states:

• Your name
• The number of shares you are donating
• The name of the stock
• Your signature
• The date of submission

Address:
The Mountaineers
ATTN: Development
7700 Sand Point Way NE
Seattle, WA 98115

Mountaineers Tax ID: 27-3009280

NOTE: Keep records of all transactions for tax purposes. Your accountant or lawyer can help you if you have any questions or need assistance. The gift is complete on the date the actual transfer is made.