Gifts of Stock and Securities
Questions?
Amy Gunness |
Gifts of appreciated securities are an easy way to make a gift to Mass Audubon. Giving stocks, bonds or mutual fund shares can have tax advantages for you as well as the capital gains are typically not subject to income tax.
Please check with your broker or accountant to see if a stock gift is right for you.
We will be proud to acknowledge your gift including the date the gift was received and the mean market value for your tax reporting purposes.
Please note that stock gifts sometimes require additional time to process and acknowledge appropriately. Thank you for your patience.
To Make a Gift:
1) Inform Mass Audubon
To inform us of your donation, please contact Amy Gunness, and provide the following information:
- The name of the stock/security
- The number of shares to be gifted
- Approximate amount of your gift
- How the funds should be designated
2) Inform Your Broker
Provide your broker the following information:
Brian Russo, RBC Wealth Management
617-725-1701 (phone)
617-725-1777 (fax)
[email protected]
DTC #: 0235
Mass Audubon Account #: 300 79519
Mass Audubon Tax ID: 04 2104702