EVERETT PARKS FOUNDATION
Gift of Securities InstructionsPrefaceIf you wish to make a gift of securities to the Community Foundation of Snohomish County, there are several possible ways of doing so, depending upon whether the securities are registered in your own name, held in a bank custodian account, or in a brokerage account. Certain gifts of appreciated securities receive tax-advantaged treatment. Generally, the donors will receive a full deduction for the fair market value of the securities; however, they will not have to include in their IRS reported income the gain that has accrued. Please consult your tax advisor for more detail on the treatment of such a transaction.Broker-to-Broker TransferBelow is the information needed to assist in the transfer of securities from your own account to the Community Foundation of Snohomish County. The Authorization to Transfer Stocks form is sent to your broker and a copy sent or faxed to the Community Foundation of Snohomish County. If you choose this method, please let us know in advance so that our broker can be alerted to accept the securities. Schwab Wire InstructionsCitibank NA111 Wall Street New York, NY 10043ABA 021000089FBO: Charles Schwab & Co.2423 East Lincoln DrivePhoenix, AZ 85016Account:#4055-3953FAO:Community Foundation of Snohomish County Account:#5282-8340Delivery of Personally Held CertificatesThe securities may be delivered to the Community Foundation of Snohomish County by mail or in person. We will need a signed stock power (these can be obtained from banks or brokerage houses) for each gifted certificate. If sent by mail, the stock power must be mailed separately from the securities. Securities are freely negotiable when combined physically with the stock power. If you have any questions or need more information, please call Karri Matau or Elena Pullen-Venema at 425-212-4056. Thank You!Authorization to Transfer SharesDate: To: (Donor’s Investment Firm/Bank)(Street Address)(City)(State)(Zip code)RE: (Complete Account Name)(Account Number)I, authorize, (Your Name)(Investment Firm/Bank)to transfer of to (Number of Shares)(Company Name)DTC: #0164 – Code 40FBO: Community Foundation of Snohomish CountyCharles Schwab Account: 5282-8340 Thank you for your assistance in this donation to the Community Foundation of Snohomish County.Sincerely,Donor NameSocial Security NumberAddressCityStateZip codecc: Karri Matau, Community Foundation of Snohomish County, 2823 Rockefeller Ave, Everett, WA 98201 425-212-4056; karri@cf-. The Community Foundation of Snohomish County is a 501c3 non-profit organization.Our federal tax identification number is 94-3188703. ................
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