Gifts of Stock

When you itemize your tax deductions, charitable gifts may be used to eliminate federal income tax on up to half of your adjusted gross income (AGI).  The higher your tax rate, the more your gifts will save you.  Any unused deductions may be carried over in as many as five future years. 

In addition to making an impact on foster kids, your gift of appreciated securities to Treehouse can offer two ways to save on your taxes.  As long as you have owned the stock for more than one year, you can generally receive an income tax charitable deduction for the full fair market value of the stock at the time of the gift (up to 30% of your AGI), and you avoid paying any capital gains tax on the increase. Giving securities frees up cash and can help diversify investments. 

How to Make a Gift of Stock
Making a gift of stock to Treehouse is easy!  Before you transfer stock, please contact Dawn Rains at dawn@treehouseforkids.org or 206-267-5110 and let us know about your planned stock transfer.

This information is essential to correctly processing your gift.  If we receive an unidentified stock transfer, the stock may be refused and returned to the originating broker.

*  Your name
*  Name of stock and approximate number of shares
*  Estimated date of transfer
*  Your broker’s name, company and telephone number

Please provide the following information to your broker:

Broker:    BNY Mellon
D.T.C. Participant #:   0954 / Mellon
Ref: Treehouse Sub Account / 10380276630

Broker Name:    Chad Johnsrud, 206-664-8800

Please call Dawn Rains, Director of Development at Treehouse at 206-267-5110 if you have any additional questions or concerns.