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Stocks & Securities

A tax-efficient way to give

Thank you for considering a gift to Project Access Northwest! Donating stocks and other securities is one of the most tax-efficient ways to give. Your donation will help our efforts to Strike Down Barriers to Health Care for the most vulnerable.

Brokerage instructions

If you wish to transfer stock or other securities to Project Access Northwest, please provided the following details to your broker.

Brokerage Firm: Wells Fargo Advisors
Brokerage Firm Contact: 1-866-243-0931
Account Name: Project Access Northwest
Account Number: 28309543
DET Number: 0141
EIN Number: 20-4377921
Reference: Donor Name (include your name to ensure that we can accurately record and acknowledge your gift)

We recommend that you consult with your financial advisor for advice regarding your specific circumstances and to determine what's best for you. For the transfer of mutual funds or bonds, please contact Wells Fargo for more information.

Let us know about your gift

Please contact Melissa Johnson at melissaj@projectaccessnw.org or 206-496-1591 to let us know that you made or would like to make a gift of stocks or securities.

We ask that you provide us with the following information so that we can issue a tax receipt and acknowledge your contribution:

  • Your name(s)
  • Your address
  • Your phone number and email
  • The number of shares and the name of the securities

Thank you!