Making a gift of appreciated securities is one of the most advantageous ways to support Northwest Folklife while enjoying income tax advantages. Please follow these easy steps to facilitate the transfer of your shares:
Provide your broker with the following information:
Broker: Charles Schwab, www.schwab.com
Account Name: Northwest Folklife
Account Number: 4158-7442
DTC# 0164 Code 40
Tax ID Number: 91-1311548
- Remind your broker to include your name, contact information, type and number of shares you are gifting, and any special instructions.
- Notify Northwest Folklife of your stock gift to ensure that it is successfully transferred and receipted. Please contact Christina Kourteva, Development Director, at firstname.lastname@example.org or (206) 233-3953 with the name of your stock, number of shares, estimated value, and any special instructions.