How to make a gift of stock
To transfer ownership of stock to PATH, you’ll need to work with our team and your broker or financial advisor. Contact your broker to set the transaction in motion—and then contact PATH to let us know about your plans.
Your broker will need to know the name of the company whose stock you wish to transfer and the number of shares or approximate value. They’ll also need the following information about PATH’s brokerage account at Merrill Lynch:
Account number: 297-04371
DTC number: 8862
Broker: James Toepel
Tel: 425.467.4960 or (toll free) 800.333.4858
Your brokerage firm can assist you with the transfer—but for legal reasons, they can’t tell us who you are. We need to hear from you so we can confirm and acknowledge your gift.
You can give us the information in a quick telephone conversation, using the three questions below to prepare, or you can fill out the form and send us the answers to these questions by email, fax, or mail.
- Name of the company whose stock you are contributing:
- Approximate number of shares:
- Approximate value:
Please contact: Philanthropic Development
Main Tel: 206.285.3500
Philanthropy Tel: 206.774.1772
2201 Westlake Ave, Suite 200
Seattle, WA 98121
PATH is registered with the State of Washington as a 501(c)(3) nonprofit organization. Our federal identification number is 91-1157127.