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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to KCTS 9.

Gift of Stock and Bonds
Stocks/Bonds
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Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

Making a stock gift to KCTS 9 is easy! Simply follow these steps to facilitate the transfer of shares:

  • Provide your broker with the following information:
    KCTS 9
    Broker: Wells Fargo Advisors, LLC
    DTC Number: 0141
    Account Number: 34489364 - KCTS Television
  • Remind your broker to include your name, contact information, and any special instructions for use of the gift with your transfer.

By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to KCTS 9.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

Contact us with information about the type of stock you're giving and number of shares, as well as any special considerations you may have.

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Cascade Public Media ("CPM") is a 501(c)3 nonprofit organization. Federal Tax ID: 91-1221895. Cascade Public Media, which includes KCTS 9, is currently registered with the WA Secretary of State's office under the charitable solicitation act at chapter 19.09 RCW - call 1-800-332-4483. Additional financial and other information may be obtained by contacting CPM at 1-800-937-5287 or the Secretary's office by visiting at sos.wa.gov/charities

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.

For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.