
Gifts of appreciated securities or stock can be one of the best and most advantageous ways of giving. If your gift of stock is one you have owned for more than a year, you may deduct the full fair market value of the stock as a charitable contribution, while bypassing all capital gains taxes.
Electronic delivery of stock shares is the most secure and expedient delivery process available and provides efficient internal control as well as cost savings. You may also transfer certificates directly.
Securities Delivered Electronically
To enable your broker to facilitate an electronic transfer of stock:
Brokerage: UBS
2825 Colby Avenue
Suite 300
Everett, WA 98201
DTC Number: 0221
Account Name: The Compass Center (Tax ID# 91-0578229)
Account Number: 6W03441