You donate to the Coastal Watershed Council because you care about your river, your environment and your community. But why not maximize your tax deduction at the same time? If you donate stock and securities directly to the Coastal Watershed Council you may increase your gift for a cleaner, healthier, safer and more vibrant San Lorenzo River and your tax benefits at the same time.

If you:

  • own a stock, bond mutual fund or other securities,
  • have held your securities over at least one year, and
  • own securities that have appreciated in value (if they have depreciated, you can sell your stock, take a capital loss and make a cash donation) then you can donate your securities for a greater impact on your river and improved tax benefits.

Your charitable income tax deduction is equal to the market value of the stock at the time you make the transfer. You may also save on brokerage fees because you are transferring ownership rather than selling the stock. Ask your financial advisor about the best asset to contribute.

The Coastal Watershed Council is able to quickly liquidate stocks for immediate funds to contribute to a cleaner, healthier, safer and more vibrant San Lorenzo River for your community. Your charitable income tax deduction is equal to the fair market value of the stock. You avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save on brokerage fees because you are transferring ownership rather than selling the stock. Ask your financial advisor about the best asset to contribute.


 

It’s easy to donate stock and securities.

View the information you’ll need to share with your financial planner or stock broker.

If you have physical possession of the stock certificate, or if you hold mutual fund shares, we are happy to provide instructions on how to transfer these gifts to us. Please call (831) 464-9200 for further instruction.

Notify CWC of your intention to transfer stock so we can inform you when we’ve received the transfer. To let us know, please fill out the form below:

LET’S STAY IN TOUCH!