About gifts of stocks, securities, & mutual funds
Many donors prefer to make gifts of appreciated stocks, bonds, mutual funds or exchange-traded funds because it can have a large impact for wildlife and habitat while maximizing potential tax benefits. How? By avoiding paying capital gains taxes AND receiving a federal income tax deduction for the full present value of the stock (and in some states, a state income tax deduction too). When you give appreciated stocks direct to NCWF, your gift can be up to 20% larger because you avoid the taxes you’d incur from selling and donating the cash. This means more money going to the work you support. Please notify us that the stock is coming, including the type and number of shares that will be transferred so we can credit you properly and issue the receipt you will need for tax purposes.
Benefits
- Gifts of assets can often save you far more on taxes than gifts of cash
- Avoid all capital gains taxes
- Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)
- Make an immediate impact on our mission
How it works
- Transfer appreciated securities directly to us (and avoid all capital gains taxes).
- Receive a tax receipt for the value of the assets.
- The securities are sold and the funds put directly to use for greatest impact.
Electronic Transfers
If your gift will be transferred by DTC, have your broker contact: Kate Greiner at 704-332-5696 or [email protected]. Account Name: North Carolina Wildlife Federation Tax ID# 56-1564376
Stock Certificates
If the stock is in certificate form, mail the certificate and a completed stock power form (available from your financial services provider) in separate envelopes to the address below. For security purposes, send the certificate by registered mail with return receipt requested to: Kate Greiner North Carolina Wildlife Federation 1024 Washington Street Raleigh, NC 27605
For more information about how to transfer securities to North Carolina Wildlife Federation, please contact Kate Greiner at 704-332-5696 or [email protected]. The material offered on this web site is not offered as legal or tax advice. Please seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations to ensure that a contemplated gift is appropriate for your situation.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Kate Greiner
Title : Vice President of Philanthropy
Phone: 704-332-5696
Email: [email protected]
Already included us in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.