Stocks, Bonds, Mutual Funds, Wire Transfers

Stocks & Bonds | Mutual Funds | Wire Transfers

A gift of stock before December 31 could be your best way to maximize tax savings and meet your charitable giving goals this year.

Many supporters prefer to give appreciated securities directly to WaterWatch rather than sell them and donate their proceeds, as this allows for certain tax benefits and can help diversify your assets. If you own securities that have lost value, you can sell the stock, take the capital loss deduction, and make a gift to WaterWatch.

Or, if your securities have appreciated in value — that is, they are worth more now than at the time of purchase — they may be donated to WaterWatch and you can take a tax deduction for the full fair market value of the securities. Plus, capital gains taxes no longer apply when the security is donated rather than sold — a win-win all around!

Whether your stocks are held by yourself or are kept with a bank/broker-dealer, it is important that you notify WaterWatch in advance of making a gift of securities. This will help to ensure that proper crediting and timely acknowledgement take place.

Stocks & Bonds or Mutual Funds

If you would like to make a gift of stocks, bonds, and/or mutual funds, please have the funds transferred directly from your account to WaterWatch’s:

1. Complete the Notification of Transferred Gift Form.
2. Please contact John DeVoe or Molly Whitney for account-specific information:

John DeVoe: Email or call at 503.295.4039 x1
Molly Whitney: Email or call at 503.295.4039 x0

Please remind your broker to include your name, contact information, and any special instructions for use of the gift with your transfer.

Wire Transfers

Wire your gift from anywhere in the world — and in any currency — directly to WaterWatch. Your bank of choice should be able to complete this process for you. Just give us a call to find out how: 503.295.4039.

Before you send your gift, please email Molly Whitney or call 503.295.4039 x0 to inform WaterWatch of the impending transfer and ensure that it is properly credited.

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Thank you!

WaterWatch of Oregon is a nonprofit, 503(c)(3) organization dedicated to protecting natural streamflows in Oregon rivers. Our tax ID number is 93-0888158.

 

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