Donate Stocks and Securities
“Cynthia helped found WithinReach in 1988, and we have supported the work of this wonderful organization ever since. We care deeply about supporting vulnerable families, young mothers and parents across our state so that every child has the opportunity to be healthy, safe and ready to learn. Transferring long-held equities to WithinReach is an easy way for us to increase our giving, as neither we nor WithinReach is required to pay the 20 percent capital gains tax.”
– Cynthia Shurtleff, M.Ed. and David Shurtleff, M.D.
Thank you for considering a gift to WithinReach! Donating stocks and other securities is one of the most tax-efficient ways to give, and helps ensure that families in Washington State get access to the health and social service resources they need to be healthy and safe.
The following is information you will need to relay to your broker for your stock or other securities to be transferred to WithinReach:
Brokerage Firm: Charles Schwab
Brokerage Firm Contact: Charles Schwab Brokerage Team, 1-800-435-4000
Account Name: Within Reach (note the space between “Within” and “Reach”)
Account Number: 7140-5563
DTC Number: 0164
Reference: Donor Name (including your name will ensure the gift is properly recorded and acknowledged)
We ask that you provide us with the following information, so that we can issue a tax receipt and acknowledge your contribution:
Your name(s)
Your address
Your phone number and email
The number of shares and the name of the securities
Please contact John O’Connor at JohnO@withinreachwa.org or 206-204-3518 to let us know you made a gift of stocks or securities.
We respectfully recommend that you consult with your financial adviser for advice regarding your specific circumstances, and to determine what’s best for you. For transfer of mutual funds or bonds, please contact Charles Schwab for more information.