Gifts of Appreciated Securities

Gifts of Appreciated Securities

Make a gift to Northwest Public Broadcasting by transferring appreciated securities. This can be a more tax friendly way to make your gift than by writing a check.

Make a gift to Northwest Public Broadcasting by transferring appreciated securities instead of writing a check! By doing so, you may avoid the tax due on the capital gain AND you may receive an income tax deduction for the fair market value of the security. For example, if you give stock with a fair market value of $1000 for which you paid only $100, the “cost” to you for making the gift is only $100! Plus, you may be able to deduct the full $1000 from your income tax, thereby reducing your “cost” even further.

Northwest Public Broadcasting is owned and operated by Washington State University and accepts gifts through the 501(c)(3) of the Washington State University Foundation. To donate stocks that are held in your brokerage account (at your brokerage house), simply provide your financial advisor with the following information of WSU Foundation’s preferred broker:

Raymond James Securities
Attn: Jack Simpson
749 N Milwaukee St, Suite 612
Milwaukee, WI 53202-3797
Account Number:
Tax ID Number:
DTC Number:

Phone: 414-935-4190
Toll Free:

Information is subject to change, please notify the WSU Foundation if you encounter any problems.

Your broker should be able to transfer the security to the WSU Foundation within 24 hours. If you physically hold your stock certificates, would like to contribute shares in a mutual fund or other appreciated security, or if you or your investment/financial advisor have any questions, please call Northwest Public Radio at 800-842-8991 or the WSU Foundation at 800-448-2978.

The WSU Foundation also has accounts with the following brokers. If you hold an account with one of these firms, you may provide this account information.

Brokerage FirmAccount #Account ExecutivePhone Number
Edward D. Jones870-03981-1-1Greg Bloom509-332-1564
Charles Schwab9215-7296None800-435-9050
Morgan Stanley111-109037Marnie Schroer509-455-5047
Merrill Lynch340-04202Adam Little509-459-4552
DA Davidson74928672Rusty Schatz800-808-5396
Fidelity Investments144-341673None800-544-6666