Did you know that donating appreciated securities, such as stocks or mutual funds, is one of the most tax-efficient ways to support Seattle JazzED? When you donate stock directly, you can avoid capital gains taxes while helping us empower the next generation of musicians.

A Powerful Way to Give

When you donate stock that has increased in value, you may avoid paying capital gains taxes and be eligible for a charitable deduction for the full fair market value of the stock. This means you can make a bigger impact without affecting your cash flow. You can deduct the full fair market value of your donated stock on your federal income taxes, allowing you to support Seattle JazzED at a lower after-tax cost. By giving appreciated securities, you can reduce your tax liability, making it an even smarter way to give.

Your donation will go directly towards funding sliding-scale tuition, providing instruments, and expanding access to quality music education for students across our region.

How to Donate Stock

Donating stock to Seattle JazzED is easy! Follow these steps to make your gift:

  • Contact Your Broker:
    Instruct your broker to transfer your shares to Seattle JazzED. Your broker will need the following information:

Receiving Institution: Fidelity Brokerage Services LLC
Account Name: Seattle JazzED
DTC Number: 0226
Account Number: Z70640204
Seattle JazzED EIN: 27-1440873

  • Notify Us:
    When you make a gift to Seattle JazzED by transferring stocks into our account, we do not receive any information that identifies you as the donor. Once you’ve initiated the stock transfer, please notify us by emailing natalie@seattlejazzed.org or calling 206-324-5299. Let us know the name of the stock, the number of shares, and your contact information so we can provide you with a receipt and ensure your gift is processed accurately.

 

Have Questions?

If you have any questions about donating stock, please reach out to our Development Team at natalie@seattlejazzed.org or calling/texting 206-324-5299. We’re happy to assist you with the process and help you maximize the impact of your gift.

 

Ready to make a gift?

We are more than happy to help you create a gift that works best for you and your family.

I’d like to discuss donating stock!