Stock Donations
How to make a stock transfer to Washington Trails Association.
Gifts of stocks, bonds and mutual funds to Washington Trails Association can be a tax-smart contribution. If you own stock that has appreciated in value and would like to sell it, you will pay capital gains taxes on the increased value. However, if you donate the stock to a charitable organization, it is exempt from taxation.
- Volunteers tend to the Pratt Lake Trail. By Wade Trenbeath.
Your stock donation will support Washington Trails Association’s critical work, and you will be able to deduct the stock at its full market value, generally up to 30% of your adjusted gross income.
If you hold stocks or bonds with a broker, you may transfer the securities electronically by instructing your broker to send the securities to Washington Trails Association’s account at Vanguard through the Depository Trust Company (DTC). You will need to send a letter to your broker with written instructions.
This is the information you will need:
Account number: A6V563686
DTC: 0443
Washington Trails Association
Vanguard Brokerage Services
400 Devon Park Drive
Wayne, PA 19087
The phone number for Vanguard Brokerage Services: 800-992-8327
WTA’s tax ID number is 91-0900134.
In order to facilitate the transfer and acknowledgement of your stock gift, please notify us of your name and the name of the stock and number of shares being donated. Please contact Lace Thornberg, Development Director, at (206) 965-8559 or at lace@wta.org.
