Donating stocks to PATH

We are grateful for your contribution of stock, which will accelerate innovation and fuel PATH’s work to create affordable, sustainable solutions to the world’s most challenging health problems. Thank you!

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: 206.288.4958 or (toll free) 800.333.4858

Email: james.e.toepel@ml.com

Fax: 206.338.4451

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.

  1. Name of the company whose stock you are contributing:
  2. Approximate number of shares:
  3. Approximate value:

Please contact: Philanthropic Development

Tel: 206.285.3500

Email: development@path.org

Fax: 206.285.6619

Mail: PO Box 19210, Seattle, WA 98109 USA

PATH is registered with the State of Washington as a 501(c)(3) nonprofit organization. Our federal identification number is 91-1157127.

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