Lower your taxes and support our critical work by making a donation of stock. By giving shares of stock owned for at least one year, you can receive the same deduction (based on fair market value at the time of the gift) as you would for a cash donation, and also avoid potential capital gains tax on gifts of appreciated stock. Of course, tax deductibility depends on your unique financial position; always consult with your tax advisor prior to making any gift of stock.
Contacting your Broker
To make a transfer of stocks, bonds or mutual funds, please contact your broker and provide the following information for Encompass:
Broker: Edward Jones
Account number: 35411819
DTC number: 0057
Encompass is a registered 501(c)(3) organization, EIN 91-0825232
You or your broker may contact Christopher Bruntz with any questions at 425.831.5757.
Please ask your broker to notify Encompass to expect the transfer, and to indicate whether there is a designated purpose for the transfer (e.g., a specific program at Encompass).
Gift Acknowledgments
Encompass will send you a gift acknowledgment when the stock/securities are sold. Be advised that the precise value may fluctuate between the time of the transfer and the actual sale, based on share price. It is our policy is to sell stocks/securities immediately upon receipt.
If you would like to learn more, or if you have any questions, please contact Director of Development Megan Michalson at 425.888.3347 or megan.michalson@encompassnw.org
