Gift of Stock
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Our work has always been powered by generous people like you.
Donating your stock or securities is an excellent way to support our mission while providing you with potential tax benefits.
Under certain circumstances, making a gift of appreciated securities can provide both you and Literacy Source with a quantifiable benefit.
How to donate your stock:
Common instructions for major financial institutions:
Charles Schwab Charitable Gift Letter of Authorization/ Schwab Charitable
Fidelity Charitable Giving Guide (Great General Article as well)
Please notify Literacy Source in advance of your stock transfers so that we can instruct our broker to accept delivery of your gift and acknowledge it properly for income tax purposes.
Literacy Source
Attn: Shira Rosen (email)
12360 Lake City Way, N.E. Ste.301 Seattle, WA 98125
Phone: 206-782-2050
Inform your broker that you would like to make a stock gift to Literacy Source. Provide your broker with our Broker information below:
Account with: D.A. Davidson and Co.
Broker: Abraham Otoupal (425) 467-2216
Account Name: Literacy Source
Account Number: 52055740
DTC Number: 0361
Literacy Source EIN #: 91-2101208