
When you donate appreciated securities (stocks, bonds, or mutual funds) directly to RISE, you may receive significant tax benefits:
• Avoid capital gains taxes on appreciated assets
• Receive a charitable deduction for the full fair market value (if held long-term)
• Make a larger gift than you might with cash alone
It’s a smart way to give—and a meaningful way to invest in a student’s future.
Making a stock gift is simple:
• Contact your broker to initiate the transfer
• Request RISE’s transfer instructions (see below)
• Notify us of your gift so we can properly acknowledge it and ensure it is directed to our mission
Because stock transfers often arrive without identifying information, notifying us is an important step.
DTC Participant ID: 0226
DTC Participant Name: The Washington Trust Co.
Broker Address: 23 Broad St., Westerly, RI 02891
Account Number: 2091000212
Address: 681 Park Ave., Suite 26, Cranston, RI 02910
If you have any questions, please email:
Kaitlin Della Grotta, Executive Director, kdellagrotta@riseonline.org
Phone: 401.421.2010
We are happy to work directly with you or your financial advisor to ensure a smooth and secure transfer.
Stock gifts are credited based on the date the shares are received in our account. If you are making a gift before the end of the calendar year, we recommend initiating your transfer early to ensure it is completed in time.