Give the Gift of Stock

Did you know that you can receive significant tax benefits by donating appreciated stocks, mutual funds, or bonds to charity? A gift to WWF of appreciated securities means you can support our important work and reduce your capital gains tax liability, which can be a significant savings for highly appreciated assets. There are also other ways to use a gift of stock to help both you and nature, like using it to fund a charitable gift annuity and obtain an income stream for life.

There are 2 ways to make a gift of stock

1. Use a third-party online tool
   • The simplest, fastest way to donate your appreciated stock is through this outside online donation tool, which will complete your paperwork with the information you enter and provide precise instructions on where to print and send it. This process takes just a few minutes to complete, autofills WWF’s brokerage information, and also alerts us immediately to your gift so we can properly thank you!
2. Direct transfer from your broker
   • If you would rather complete your stock donation offline, please give your broker the transfer instructions in this link. This will provide information to facilitate the electronic transfer, receipt, and proper acknowledgement of your gift.
   • If you do choose this option, it is very important that you also complete the form and e-mail, mail, or otherwise deliver it to us. Our broker often receives stock transfers without the donor’s identity included, so completing this simple form will help us identify your gift quickly. If you prefer, you can e-mail the information about your gift to [email protected].
   • If you are using stock to fund a charitable gift annuity, contact [email protected].
   • If you have stock certificates in hand, please contact WWF at 1-888-993-1100, or email [email protected] for instructions. Also, if the value of your securities has declined since you purchased them, it may be to your advantage to sell them and give the cash proceeds instead. Please check with your professional advisor for details.

PLEASE NOTE

So that we may accurately record your gift, provide your tax receipt, and acknowledge you properly, please take the extra step of contacting us via phone or email to let us know your gift is on its way. This will augment the information provided by your financial institution and ensure smooth processing of your gift.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.