Maximize Your Impact
If you have stock that has appreciated in value and you’ve owned those shares for more than a year, you might consider donating the shares directly to the YMCA of Pierce and Kitsap Counties. A gift of appreciated securities may provide significant benefits to you as a contributor, such as:
Eliminating Capital Gains Taxes
Donating stock allows you to eliminate capital gains taxes on any increase in stock value - taxes you would pay if you sold the stock rather than donating it.
Federal Income Tax Charitable Deduction
Donating stocks grants you a federal income tax charitable deduction based on the current fair market value of the securities, regardless of their lower original cost, if you itemize.
Ready to Gift Stocks?
To get started, provide your financial advisor or stockbroker with the following information:
National Financial Services LLC
Account Number: Z40-336079
Transfers occasionally arrive in our account without a donor name attached. Please notify the Y of the pending transfer by contacting Sarah Homan, Senior Financial Development Specialist.
Electronic Transfer of Securities Form
The YMCA partners with FreeWill to help streamline stock giving. If you would like to submit your stock intentions through an online secure portal, please visit our FreeWill site.