Gift of Stocks

Donating appreciated stocks, bonds or mutual funds is quick, simple and may provide you with significant tax benefits. It can be an advantageous way to make a substantial contribution to support the mission of the Chesapeake Bay Environmental Center.

In most cases, these gifts avoid capital tax gains taxes and are deductible for income tax purposes, based on the fair market value of the stock on the date of the gift. Please contact your personal financial advisor or institution on how to proceed.

If you’d like to discuss a stock donation, please contact Vicki Paulas, CBEC Executive Director, at 410.827.6694 or


1. Issue the gift in the name of Wildfowl Trust of North America, Inc. (This is CBEC’s incorporated name.)

2. Include your name on the delivery instructions to ensure proper crediting.

3. Have your financial institution send the gift to our broker:

Wye Financial & Trust

Contact: Lora Davis, Financial Advisor

DTC#: 0075

LPL Account: 7505-4964 Wildfowl Trust of North America Inc.

Federal ID#: 52-1188939

Phone: 410.763.8543