Legacy Giving: Gifts of Stock

We encourage you to speak with your financial advisor about how to manage your stock gifts!

The Washington Trust currently has three existing endowments into which stock gifts can be transferred:

The most efficient way to facilitate a gift of stock is to contact Development Director Kristy Conrad at 206-624-9449 or kc*****@pr********.org to receive our account and transfer information. We will provide the details you need to direct your broker to transfer a gift of securities electronically. We will then notify you when the gift officially arrives and process the gift acknowledgment you will need for your tax records.

Return to our Legacy Giving main page.