Donating stock is one of the most tax-smart ways to give
Donating stocks allows you to avoid capital-gains tax and often take a charitable deduction for the full value of the asset. We recommend you use FreeWill to donate stock so we can track your gift, send you the correct receipt, and ensure you can get the tax savings you deserve.
You can also make a stock gift to 1000 Friends of Oregon with the following information:
- Broker Name: Fidelity Investments
- Account Name: 1000 Friends of Oregon
- Account Number: Z 40054449
- DTC: 0226
As a courtesy, please be sure to notify us in advance, as it is the best way to ensure accurate tracking of your stock donation.
If you have any questions, please contact our operations manager, Lou Ocampo, at lou@friends.org or (971) 420-0915.