Gifts of Securities

Gifts of Securities

Giving stock and security gifts can be a very smart approach to giving. You pay no capital gains tax (as long as the stock’s value has grown since you purchased it). Your gift has no impact on your immediate lifestyle. Plus, you can take a tax deduction.

Making a gift of stock or securities can be a cost-effective way to make a donation with significant tax incentive for you. By making a gift of securities, you pay no tax on capital gains, receive a tax receipt for the fair market value of the securities, and reduce your taxes. 

Benefits of a gift of securities

  • 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.

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 reach out to the development team at or you can call Casey Kuglar at (206) 521-6022 to receive our account and transfer information. We will provide the details you need to direct your broker to transfer a gift of securities electronically. 

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

Mountaineers Tax ID: 27-3009280

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

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

Or deliver stock certificates in person to The Mountaineers Seattle Program Center.

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.