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Gifts of Appreciated Stocks, Bonds, and Mutual Funds

Support Earthjustice’s work by making a gift of stocks, bonds, or mutual funds. A gift of appreciated securities provides significant benefits, including an immediate charitable deduction for the full market value of the stock and avoidance of capital gains taxes that would normally be due upon sale.

How to Give Stock:

  1. Instruct your broker to transfer shares to Earthjustice.
  2. Contact us at 1-800-584-6460 or stockgifts@earthjustice.org to provide information about your gift.
  3. The proceeds from your gift will support Earthjustice’s work.

Earthjustice Stock Transfer Information (printable instructions):

Broker: Charles Schwab
Account number: 3024-7509
DTC: 0164, code 40

Please note that transfers of stock can take several weeks to complete.

Stock Gift Contact:

Jacqui Dec
Earthjustice
50 California Street, Suite 500
San Francisco, CA 94111
Phone: 1-800-584-6460
stockgifts@earthjustice.org

Benefits:

  • You receive credit and an immediate tax deduction for the fair market value of your stock gift on the date it was transferred to Earthjustice. (Consult your tax advisor regarding limitations on deductions for gifts of securities held for less than one year.)
  • You pay no capital gains tax on the donated stock.
  • Your gift of stock or mutual funds can also be used to fund a charitable gift annuity or charitable remainder trust, which can provide you with income for life. Contact Tracy Donahoe or Linda Coffee at 1-800-584-6460 or legacy@earthjustice.org.
  • If you own stock that is now worth less than when you bought it, consult your tax advisor about the possible advantages of selling the stock yourself, donating the proceeds to Earthjustice, and claiming a capital loss on your tax return.
  • For detailed instructions on how to make a gift of stock certificates, bonds, or mutual funds, contact Jacqui Dec at 1-800-584-6460 or stockgifts@earthjustice.org.