A donation of stock is a powerful and easy way to support and further the mission of Newberg Animal Shelter Friends and receive a significant tax break from the IRS. You will not pay capital gains tax on the securities and you might receive a tax deduction for the fair market value on the date of transfer. As always, we recommend that you consult your tax or financial professional for advice before making charitable donations. Please see below for important instructions before making a donation of stock.
Step 1. Provide your broker with the following transfer information
DTC Code: 0164
Account Number: 6357-4340
Account (Client) Name: Newberg Animal Shelter Friends
NASF EIN: 90-0208522
Receiving Institution: Charles Schwab & Co, Inc*
PO Box 982600
El Paso, TX 79998
*Charles Schwab is the financial intermediary whose name might appear in any transactions.
All deliveries MUST include the Client Name and Charles Schwab Account Number
You can also download our Stock Transfer Instructions Form to get started.
Step 2. Please notify us
When you make a gift to Newberg Animal Shelter Friends by transferring stock into our
account, we do not receive any information that identifies you as the donor. To ensure
that you receive a proper tax acknowledgement of your gift, please let us know by
contacting Executive Director, Leona Sandau at firstname.lastname@example.org or call
(503) 554-9285 ext 6.
Questions? Please contact:
Debra Worden, Treasurer, Newberg Animal Shelter Friends