Outright gifts of appreciated securities – Leave the world a better place.
Appreciated securities such as stocks and bonds are often contributed to Conservation Corps North Bay. This simple, effective method of giving doubles your tax benefit:
- If you itemize your return, you can receive an income tax charitable deduction for a contribution of appreciated securities; those owned for longer than a year are deductible for their full fair market value.
- You also avoid capital gains tax.
How to make a gift of securities.
There are several ways to make a gift of securities. If you have the actual certificate, you can mail the unendorsed certificate and a signed stock power (in separate envelopes) to CCNB. The gift date is determined by the postmarks on the envelopes. Most financial institutions can provide stock powers.
The fastest and easiest way to make a stock gift is to have your broker perform an electronic transfer. He or she will need the following information:
DTC #: TBD
Account Name: Conservation Corps North Bay
Account #: TBD
Brokerage: TBD
Important: please be certain to Contact us. when you've made a gift of securities.
Your plan administrator may require the following information: the Conservation Corps North Bay is a "California nonprofit public benefit foundation," incorporated in the State of California on February 6, 1985, and is classified as tax-exempt under Internal Revenue Code 501(c)3. The tax identification number for Conservation Corps North Bay is 94-2831592.
Before making a donation to Conservation Corps North Bay, we recommend that you consult your advisor or attorney for full advice on the effect of your gift.
To donate by mail or fax, please download Transferring Stock Options [PDF] from our Forms Directory and send it to us at CCNB, 27 Larkspur Street, San Rafael, CA 94901 or by fax to (415) 454-4595.
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