Stocks and Securities

We accept donations of commonly held, publicly traded stocks. You can donate stock by electronic or certificate transfer. By sharing your shares with Compass, you make a positive impact on the Compass mission!

Gifts of appreciated securities or stock can be one of the most advantageous ways of giving. You may be able to deduct the full fair market value of the stock as a charitable contribution based on advice from your tax advisor.

Electronic delivery of stock shares is the most secure and expedient delivery process available. For Compass Housing Alliance’s brokerage information, please contact Advancement Director Liz Jarrard via email or phone at 206-474-1105.

IRA Rollover for Compass

If you are 70 ½ years of age or older and have a traditional IRA, there is a tax-efficient method available that will allow you to both meet your IRA requirements and directly support charitable work!

In order to meet your IRA’s Required Minimum Distribution (RMD), you can make a Qualified Charitable Distribution (also called IRA Charitable Rollover) to Compass. You may be able to avoid taxes on transfers of up to $100,000 from your IRA and reduce your taxable income, even if you do not itemize deductions.

If you have any questions about an IRA charitable rollover gift, please contact Advancement Director Liz Jarrard by email or phone at 206-474-1105. We would be happy to assist you.

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