Consider giving your Publicly Traded Securities
A gift of stocks, bonds, mutual funds, or other publicly traded securities to the Center for Whale Research supports our ongoing efforts to help recover the endangered families of the Southern Resident orca community.
Benefits of Donating Shares to CWR
You reap three rewards:
You help the Southern Resident orcas
Your gift is 100% tax-deductible
You receive a tax donation receipt from CWR
Divesting investments in companies that harm the Southern Residents or do damage to their ocean habitat would be an additional benefit.
The full value of your gift of securities is tax-deductible if it has been owned by you for a minimum of one year and you won’t have to pay capital gains tax on the appreciated value. The gift of securities is 100% tax-deductible as of the date it transfers in our account.
If you or your broker or accountant have questions about leaving publicly traded securities to the Center for Whale Research, please do not hesitate to contact us. Our accountant is available to assist you in achieving your goals. Contact ??? at 360-???-???? or email ????@whaleresearch.com.
This longtime Member of the Center for Whale Research who decided to donate publicly traded securities to the orcas’ future through CWR said this about her decision:
“The main reason I donated my stocks in BP to the Center for Whale Research was to them in the ongoing and groundbreaking study of the SRKWs, and their conservation efforts on behalf of these whales. But I'd be lying if I didn't say that tax benefits I accrued from my donation weren't a factor also. Keep up the important work Ken [Balcomb] and team.”
– Catherine Bellhouse, CA
Stock Donation TESTIMONIAL
How it works
Donating your shares to the Center for Whale Research is easy!
Just have your broker or online brokerage transfer your shares from your account to ours. Once you have completed and submitted this form, you will land on a confirmation page with stock transfer instructions. Submitting the form makes certain that the Center for Whale Research has the necessary information in hand before the transfer of the securities, so that we are aware of your gift’s impending arrival. CWR immediately sells the shares and a cheque is forwarded to us.
We then forward a charitable tax receipt to you for the fair market value of the security on the date you transferred the shares to us. The entire process can take up to one month to complete. Once the transactions completes, we issue you a tax donation receipt and an acknowledge your gift.
What You and Your Broker/Accountant need to know
Our Legal Name: Center for Whale Research
Our Federal Tax ID Number: 91-1334319
The Center for Whale Research is a 501C3 non-profit organization registered in Washington State.
Our Address: Center for Whale Research, P.O. Box 1577, Friday Harbor, WA 98250
The information supplied above is not a substitute for professional financial or legal advice. Consult your financial adviser or an attorney to learn about the options that best suit your investment situation, and to maximize the tax benefits of your donation.