Stocks, Bonds, Mutual Funds, Wire Transfers

A gift at year’s end could be the best way to maximize tax savings and meet your annual charitable giving goals.

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

Or, if your securities have appreciated in value — that is, they are worth more now than at the time of your purchased them — they may be donated to WaterWatch and you may be able to take a 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. That’s a win-win all around.

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

Image

Stocks, Bonds, 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 of Oregon. Contact executive director Neil Brandt for account information. 

Wire Transfers

You can wire a gift from anywhere in the world — and in any currency — directly to WaterWatch. Your bank of choice should be able to complete this for you. 

Before you give, please email Neil Brandt or call WaterWatch at (503) 295-4039, ext. 101 to let WaterWatch know of the impending transfer to ensure it is properly credited.

NOTE: Always consult your tax adviser for the specific tax treatment in your situation for any gift.