• Avoid capital gains tax on appreciated securities held for more than one year, which can range from 18.8% to 37.1% depending on your income and state of residence

• Receive a charitable tax deduction for the full fair market value of your donated securities

• Make a greater impact by giving pre-tax, allowing more of your contribution to directly support Sustainable Northwest’s mission

• You may donate publicly traded stocks, mutual funds, and ETFs that have been held for more than one year

• The securities must not be restricted and must be traded on a major exchange

• Your charitable deduction is generally limited to 30% of your adjusted gross income (AGI)

• For donations valued over $500, you must file IRS Form 8283 with your tax return

While we are not financial advisors, donating stock is a tax-smart way to give. You can potentially avoid capital gains tax, which may range from 18% to 40%, and SNW will receive the full value of your contribution. You may also be eligible to deduct the fair market value of the stock. Please consult a tax professional to understand how this applies to your situation.

Yes, DonateStock is built with security and privacy as top priorities. The platform is hosted on one of the world’s most trusted and secure cloud infrastructures. It has successfully passed rigorous security and compliance reviews conducted by some of the nation’s largest and most respected organizations.

When you give stock through DonateStock, the shares are transferred directly from your account to an account managed by our trusted partner, DonateStock Charitable, Inc.

• No paperwork, phone calls, or emails are required — the entire process is completed online in just a few minutes

• Transfers typically take 2–5 business days, and you’ll be notified once your shares have been received

• You will receive an acknowledgment letter (tax receipt) from DonateStock Charitable once the donation is complete

• Your gift will be valued based on the date the shares are received in the account

• A 3.9% fee will be deducted from gifts made to Sustainable Northwest via DonateStock.

Prefer not to use DonateStock?
No problem. Please contact us directly, and we’ll be happy to work with you to ensure your stock gift is processed smoothly and successfully.

There is no cost to you or your financial advisor to use DonateStock, but they do deduct a 3.9% fee from the contribution made to Sustainable Northwest. Contact us directly if you want the full amount of your gift to support SNW.

Use the button above to download our fillable form to send to your financial advisor with your stock transfer request.

Or ask your advisor to visit SNW’s page on DonateStock.com. From there, they can click “Donate Stock” and select the Advisor option. This will provide them with all the details they need to quickly and easily initiate the donation on your behalf.

Of course! If you make your gift directly to SNW via your financial advisor or use the form above, you will receive a tax receipt from us shortly after the funds are received.

If you donate at DonateStock.com, once your stock donation is complete and the proceeds have been distributed to Sustainable Northwest, you can download a receipt from your donor dashboard. The receipt from DonateStock Charitable will reflect the U.S. dollar value of your gift for tax purposes.

You will receive an email notification when your donation has been submitted and received. You can also check the status of your stock donations anytime by logging into your donor dashboard.