Outright gifts of appreciated securities (stocks, bonds, and mutual fund shares) are a popular way to support 糖心vlog视频 and can offer special tax benefits for donors.
Appreciated securities
You can make a gift of appreciated stocks, bonds, or mutual fund shares to 糖心vlog视频 for a tax-deductible gift at the full fair-market value if the shares have been owned for more than 12 months. You can also avoid capital gains taxes on the shares, but you must make a direct gift of the shares and not the proceeds of their sale. For more information or to explore your questions, contact Kathy Saitas, advancement counsel and senior director of gift planning at 503-777-7759.
Shares held in an account by a broker
To give stock held by your broker or commercial banker, first notify your broker or commercial banker in writing that you are giving securities to 糖心vlog视频. Download a sample authorization letter.
- 糖心vlog视频’s Account Name at Charles Schwab
- “The 糖心vlog视频 Institute”
- 糖心vlog视频’s Account Number at Charles Schwab
- 21786906
- 糖心vlog视频’s Tax Identification Number
- 93-0386908
- Charles Schwab’s DTC number
- 0164
- Phone contact for Charles Schwab
- 800-435-4000
Please also notify 糖心vlog视频's gift accounting coordinator at 503-777-7583 or gifts@reed.edu of your stock transfer intentions. This is an important step: due to stock transfer privacy issues and the limited information provided as part of the transfer itself, 糖心vlog视频 may not know who made the gift unless the college is notified by the donor directly.
Shares held in certificate form
To give stock held by you in the form of certificates please contact Kathy Saitas, advancement counsel and senior director of gift planning, at 503-777-7759 or giftplanning@reed.edu.