Stock Donations and QCDs

 

Transfer Appreciated Assets

Many donors prefer to make gifts of appreciated stocks, bonds, mutual funds, or exchange traded funds because it can have a large impact on our mission, while maximizing potential tax benefits by avoiding paying tax on capital gains. Donors also often pair a cash donations with a donation of an asset to reach a giving goal.

If you would like to transfer your appreciated assets you can:

  • Use our online tool in partnership with FreeWill to walk you through the process in less than 5 minutes; or
  • Learn more about donating stock; or
  • Use the information below and work directly with your broker to transfer your stocks. ​​​​Please let Make-A-Wish Oregon know about your plans to donate stock by contacting Jessy Baros Friedt at [email protected] or 503-208-7711
    • RBC Wealth Management Delivery Instructions: 
      DTC# 0235 / RBC Wealth Management
      FAO: Make-A-Wish Fdn of OR Inc.
      Account #: 310-27518 KKV
       
    • RBC Wealth Management Contact Information:
      Attention: Richard Hogue
      RBC Wealth Management
      805 SW Broadway, Suite 1800
      Portland, OR  97205
      Business: 503-883-5210

Give from your IRA

Donors 70.5 or older are eligible to give to Make-A-Wish Oregon from their IRAs tax-free! These gifts are always tax-free, regardless of whether or not you itemize deductions on your tax return.

To get started on your gift today use this free online tool. You can:

Learn More

To find out if giving stock or a qualified charitable asset to Make-A-Wish Oregon fits your philanthropic goals or if you have other questions, please contact:

Jessy Baros Friedt
Vice President, Development
[email protected]
Direct: 503-208-7711
Cell: 971-409-9396