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 large 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 to walk you through the process in less than 5 minutes. If you would prefer to work directly with your broker, follow the instructions on the tool to access our account information or contact us directly at 202-772-0260 or via email.
Things to Remember
Let us know the stock is coming and the type and number of shares that will be transferred. We need this information to credit you properly and issue the receipt you will need for tax purposes.
You can completely avoid capital gains tax by making a charitable gift of stock. Please note, too, that the stock contributed needs to have been held by you for more than 12 months to garner the greatest tax savings.
Giving mutual funds is another great way to give with tax savings. Please call to let us know if you plan to transfer mutual funds as we have to ready an account on our end first.
If your gift will be transferred electronically by DTC, have your broker contact:
Jim Luerssen at 202-772-0260 or via email.
Account Name: Defenders of Wildlife
Tax ID # 53-0183181
For more information about how to transfer securities or stock certificates 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.