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Gift of Stock

This is your Services Page. It's a great opportunity to provide information about the services you provide. Double click on the text box to start editing your content and make sure to add all the relevant details you want to share with site visitors.

Our work has always been powered by generous people like you.

Donating your stock or securities is an excellent way to support our mission while providing you with potential tax benefits.

Under certain circumstances, making a gift of appreciated securities can provide both you and Literacy Source with a quantifiable benefit.

How to donate your stock:

Common instructions for major financial institutions:

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Charles Schwab Charitable Gift Letter of Authorization/ Schwab Charitable

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Fidelity Charitable Giving Guide (Great General Article as well)

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Vanguard Charitable Portal

Please notify Literacy Source in advance of your stock transfers so that we can instruct our broker to accept delivery of your gift and acknowledge it properly for income tax purposes.

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Literacy Source
Attn: Shira Rosen (email)
12360 Lake City Way, N.E. Ste.301 Seattle, WA 98125
Phone: 206-782-2050

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Inform your broker that you would like to make a stock gift to Literacy Source. Provide your broker with our Broker information below:

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Account with:  D.A. Davidson and Co.

Broker:  Abraham Otoupal (425) 467-2216
Account Name:  Literacy Source
Account Number: 52055740
DTC Number: 0361
Literacy Source EIN #:   91-2101208

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Literacy Source

Calle 125 NE 3200

Seattle, Washington 98125

206-782-2050

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