Stock Transfers
Lower your taxes while fueling Encompass’s critical work. By donating appreciated stock that you’ve held for at least one year, you may receive a charitable deduction equal to the fair market value of the gift and avoid capital gains tax on the appreciation. (Consult your tax advisor to understand your specific benefits.)
To make a stock, bond, or mutual fund transfer:
Broker: Edward Jones
Account number: 35411819
DTC number: 0057
Encompass EIN: 91-0825232
You or your broker may contact Christopher Bruntz at 425.831.5757 with any questions. Please also notify Encompass of your gift so we can properly acknowledge your generosity and direct it according to your wishes.
Encompass sells all securities immediately upon receipt; the value of your gift will be based on the sale price at that time.
Donor-Advised Funds (DAFs)
A donor-advised fund (DAF) is one of the easiest and most flexible ways to support Encompass. If you have a DAF through Fidelity Charitable, Schwab Charitable, Vanguard, or another financial institution, you can recommend a grant directly to Encompass.
Why give through your DAF?
Immediate tax benefits when you contribute to your DAF.
Flexibility to recommend grants to Encompass over time.
Ability to create a lasting impact for local children and families.
To recommend a grant to Encompass through your DAF, simply use our legal name and EIN:
Encompass Northwest
EIN: 91-0825232
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
