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Gifts of Appreciated Securities

Giving with appreciated securities is easy and has a tremendous impact. With gifts of traded stocks, bonds and mutual funds, you may avoid capital gains tax, receive a sizable charitable deduction and have the satisfaction of knowing you are helping to protect the environment.

For the greatest tax savings, give securities outright instead of selling them beforehand. Consult a tax professional for advice about the best tax savings option for your individual situation.*

If this sounds like the right move for you, take a look at your options below.

Stocks

You can make gifts of stock to Friends of the Earth in two ways: through an electronic transfer with the help of a broker or by mailing the paper certificates of transfer to us directly.

Once you’ve initiated a stock gift, or if you have any questions along the way, please notify our Stewardship Officer, Jonathan Kellam, at (866) 217-8400, ext. 720, or jkellam@foe.org. This will allow us to identify your gift when it arrives and promptly send you the appropriate tax receipt letter.

If sending electronically:

  • Provide the information below to your broker. A sample letter can be found here.

 

Beneficiary Bank:
Merrill Lynch
1152 15th Street, NW
Suite 6000
Washington, DC  20005

Financial Adviser: Justin Wasfy
1-800-825-1521
Justin_Wasfy@ML.com
Merrill Lynch DTC #: 8862

Beneficiary:
Friends of the Earth
1101 15th Street, NW
11th Floor
Washington, DC  20005
202-783-7400
Beneficiary account:  749-04E51

If sending by mail:

  • Using certified mail, place the stock certificates in an envelope. In a separate envelope provide a signed stock power form (available from your financial services provider) and a dated letter that identifies the stock, states how your gift is to be used and includes your signature. Send both envelopes on the same day to:

 

Friends of the Earth
ATTN: Jonathan Kellam
1101 15th St. NW
11th Floor
Washington, DC 20005

Mutual Funds

There are important distinctions between mutual funds and other stocks, as well as a variety of different rules when transferring shares. Electronic delivery of mutual funds is the most secure and prompt delivery process. Please contact your financial services provider and Jonathan Kellam at (866) 217-8400, ext. 720, or jkellam@foe.org to facilitate the process.

 

*Note: The purpose of this information is to provide general gift and financial planning information. It is not intended as legal, accounting, or other professional advice. For assistance in planning charitable gifts with tax and other financial implications, the services of appropriate advisors should be obtained. Tax deductions vary based on applicable federal discount rates, which can change on a monthly basis. Some opportunities may not be available in all states.