Gifts of Stock

Make a gift of stock and receive tax benefits while supporting local Veterans, Service Members, and their Families.

Gifts of Stock Simplified

The simplest way to donate publicly traded stocks to Returning Veterans Project (RVP) is to have your broker transfer shares electronically to RVP’s account:

Returning Veterans Project Brokerage Information
Brokerage: CUSO Financial Services
Broker: Tim Reichstein (360-891-4094)
Online Brokerage/General Questions (858-530-4400)
Account #: H22598181
DTC#: 0443
TAX ID#: 20-4034255

What Next

Once you’ve decided to transfer stock to RVP, please notify our office at 503-954-2259 or click here to email us directly.

**Notifying us that the transfer is occurring is very important; it is the only way we can credit you for the donation, as your name does not transfer with the stock.**

Tax Details

Returning Veterans Project will credit you for the value of the stock based on an average of the highest and lowest quoted selling prices on the day that your stock donation is received into the RVP’s account. We make every effort to sell the stock immediately upon receipt. For your income tax purposes, your donation is completed on the day your broker transfers it to the RVP’s account. Thus, you should always consult your tax advisor regarding the actual amount of your deduction and the date of the contribution.

RVP does not provide tax or legal advice. Please consult with your tax advisor on the tax implications of your charitable gifts.