CHANGING LIVES THROUGH A GIFT OF PUBLIC TRADED SECURITIES
Dear Donor,
Thank you for your interest in donating stock to Tacoma Public Library Foundation. We greatly appreciate your generosity and support for our mission. To complete your stock donation, please provide the following transfer instructions to your financial institution or brokerage firm:
DTC / Stock Transfer Instructions
Receiving Firm: Raymond James
DTC Number: 0725
Account Name: Tacoma Public Library Foundation
Account Number: 841P3170
Foundation Contact Email: tacomalibraryfoundation@gmail.com
Please also provide the following to ensure we can send a letter of appreciation and confirmation.
1. Donor name and mailing address.
2. Type of stock.
3. Number of shares.
Your financial institution or broker can submit information to our Raymond James community partner:
Financial Insights, Inc.
Lori Roberts
Client Services Manager
1551 Broadway, Suite 600
Tacoma, WA 98402
253.272.2927
Important Information
Please notify us at tplfoundation253@gmail.com once the transfer has been initiated so we can properly track and acknowledge your gift.
We will provide a written receipt confirming the date, description of the securities, and a statement noting that no goods or services were provided in exchange for this donation, as required for tax purposes.
For your tax filing, donors who donate appreciated securities may need to complete IRS Form 8283; please consult your tax advisor for guidance.
If you have any questions, feel free to contact us. Thank you again for your generous support.
Tacoma Public Library Contact Information:
Wayne Williams, President
Tacoma Library Foundation
(253) 226-880
Chris Hynak, Library Finance Director
Tacoma Public Library
253-280-2879 or 253-886-3187