Gift of Stocks
Donating appreciated stocks, bonds or mutual funds is quick, simple and may provide you with significant tax benefits and 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 Judy Wink, CBEC Executive Director at 410.827.6694 or firstname.lastname@example.org
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
LPL Account: 7505-4964 Wildfowl Trust of North America Inc.
Federal ID#: 52-1188939