Give Gifts of

Stock

Reduce your tax liability while maximizing your giving by donating stocks, bonds, mutual funds and other securities.

How to Donate Stock

  • 1. Contact Your Investment Manager

    Instruct them to initiate a transfer of your securities to CAP.

  • 2. Provide Our Information

    Brokerage Firm: KeyBank
    Account Name: Cascade AIDS Project
    Routing Number: 041001039
    Account Number: 1851520

  • 3a. Let Us Know

    Please let us know about your gift by emailing us at giving@capnw.org or calling (971) 468-6236.

    Please include the information on the next slide:

  • 3b. Information to Include

    - Donor’s full name and complete address, email address, and phone number
    - Name and number of securities transferred
    - Name of the brokerage firm handling the transfer
    - Date of the transfer
    - Specific program or service your gift should support (if applicable)

Benefits of Donating Stock

Donating stock to Cascade AIDS Project can be advantageous for both you and our organization, including:

  • Larger Donations:

    Direct stock donations can result in a larger contribution than if you sold the stocks and donated the cash.

  • Tax Benefits

    This method can reduce your tax liability and increase the amount we receive, as stock donations are tax-deductible at their full market value, avoiding capital gains tax.

  • Impact

    Your contribution directly supports vital programs and services for the LGBTQ+ community and those affected by HIV & AIDS.

Donating Through an IRA

  • Make a Direct Transfer

    You can withdraw assets from your IRA and donate them directly to Cascade AIDS Project. This may allow you to take a charitable deduction if you itemize your taxes, though you may still incur income tax on the withdrawal.

  • Make a Qualified Charitable Distribution (QCD)

    If you're 70½ years or older, you can make a QCD from your IRA. This allows you to transfer assets directly to Cascade AIDS Project without incurring income tax, as it counts toward your required minimum distributions.

  • Estate Planning

    Your estate can transfer an IRA to Cascade AIDS Project through several methods:

    Direct Transfer: Transfer the IRA's assets directly.
    Indirect Transfer: Cash out the IRA and donate the funds.
    Trust: Establish a trust to distribute the assets.

Each method has its pros and cons, but donating from your IRA can help lower your taxable income, potentially reducing Medicare premiums and Social Security taxes.

Learn More About Estate Planning

Ready to Make an Impact?

For more information on how to make a tax-deductible donation to Cascade AIDS Project, please contact our Development Team at giving@capnw.org. Your support makes a significant difference in the lives of those affected by HIV & AIDS. The Information provided on this page is a general overview. For specific details on tax liability and benefits, please consult your accountant or financial advisor.

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