Transfer appreciated assets to help protect wildlife for future generations.
Many donors prefer to make gifts of appreciated stocks, bonds, mutual funds or exchange traded funds because it can have a great impact on our mission, while maximizing potential tax benefits by avoiding paying capital gains taxes.
If you would like to transfer your appreciated stocks online, you can use our online tool, courtesy of our friends at FreeWill, to walk you through the process in five minutes or less.
If you would prefer to work directly with your financial institution, here are the stock transfer instructions your financial institution will need:
Contact Jim Luerssen at 202-772-0260 or via email so we can look out for your charitable gift. When we know more about your gift ahead of the transfer, it helps us identify your gift when it comes in.
Bank of America, Private Bank
Account Name: DEFENDERS OF WILDLIFE
Account Number: 36-01-100-3357514
DTC Number: 0955
Tax ID: 53-0183181
Bank of America Agent: Julia Work
Agent Number: 20955
Phone Number: 214-209-2720
Please ask your broker to provide your name with the stock transfer, as donor information is not always included when stock gifts are received. We want to be able to properly thank you for your gift!
Before giving mutual funds, please contact Jim Luerssen at 202-772-0260 or via email so we can assist you with this type of transaction. We want to be sure we can accept the funds and we may have to ready an account on our end first.
Things to Remember
Don't forget to let us know that the stock is coming! By knowing the type and number of shares of your transfer, we will easily be able to credit you properly and issue the receipt you will need for tax purposes.
Electronic transfer is the fastest, most convenient process for making your gift. If you wish to donate stock certificates, please contact Jim Luerssen for more information.
You can completely avoid capital gains tax by making a charitable gift of stock. The stock contributed needs to have been held by you for more than 12 months to garner the greatest tax savings.
For questions about transferring securities to Defenders of Wildlife, please contact Jim Luerssen at 202-772-0260 or via email.
The material presented on this web site is not offered as legal or tax advice. Please seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations to ensure that a contemplated gift is appropriate for your situation.