Donating Stock

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Gifts of stock or appreciated securities enable you to support c89.5’s music and educational mission while receiving tax benefits. Donating stock to c89.5 may reduce your capital gains, estate or income taxes. Contact your financial adviser for details specific to your situation.

Contributing securities is a simple, two-step process:

Step 1. Contact your broker to authorize the transfer (NOT sale) of securities to c89.5. Your email or letter should include:

  • Your name and account number
  • The date you wish the transfer to occur
  • The name and number of shares of stock you wish to donate
  • c89.5’s broker contact information
    • Aaron Yoon, AAMS, CRPC
      Edward Jones & Co. L.P.
      13540 Lake City Way NE, Suite 100
      Seattle, WA 98125
      206-306-2007
      aaron.yoon@edwardjones.com
  • The transfer will be made to the c89.5/KNHC Public Radio Association, Tax ID: 20-5402402

If donating stock close to the end of the year, check with your broker soon after sending the letter to ensure that the transfer is completed by December 31st. Donations of stock may take several business days to process.

Step 2. Complete this form to notify c89.5 of your intended donation

 

Gifts of Mutual Fund Shares: These may require special processing through your broker or mutual fund issuer and may take longer than a stock transfer. Contact C89.5’s broker, Aaron Yoon, if you wish to donate mutual fund shares: 206-306-2007 or aaron.yoon@edwardjones.com

Securities in Certificate Form
If you have (physical) stock or bond certificates, please email Bruce Wirth, c89.5 Membership Director, to arrange for delivery, or call 206-252-3817.

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