Donate Stock
Support literacy with your gift of stock!
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 (Don’t see yours? Email Phil Z)
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. You can email or mail the Stock Gift Form to:
Literacy Source
Attn: Shira Rosen (email)
3200 NE 125th St, Seattle, WA98125
Phone: 206-782-2050
Inform your broker. Let your broker know that you would like to make a stock gift to Literacy Source. Provide your broker with the Stock Gift Form or the following information:
Account with: D.A. Davidson and Co.
Broker: Abraham Otoupal – phone: 425-881-6665
Account Name: Literacy Source
Account Number: 52055740
DTC Number: 0361
Literacy Source EIN #: 91-2101208
If you have any questions, please call Phil Zoshak at 206-782-2050.
Thank you!