Stock Giving

If you are considering a major gift to Friendly House, making your donation with appreciated stocks or mutual fund shares offers tremendous tax advantages. It's simple, efficient and can allow you to give more that you thought possible.

If you donate your securities directly to Friendly House, you avoid paying capital gains on the profit you've gained - and you receive a full tax deduction for the value of your gift.

This makes a stock gift much more tax-wise than a cash gift (see chart). Many donors find they can make much larger gifts than they thought possible.

Making the gift is easy. Just use the information below to transfer the funds to our brokerage account.

If you have any questions, please call FH Administration at (503) 228-4391.

Brokerage Information

Friendly House's broker is Sanstrum & Associates

Contact: Betty Jo Lee
Phone: (503) 241-7430 downtown office, (503) 252-6149 home office

Secondary Contacts: Larry Sanstrum or Diana Wilkins
Phone Number: (503) 241-7430

DCT # : 0235

Address: 11104 SE Stark, Portland, OR 97216

click here for additional information and procedures on Donating Shares.