GIVE STOCK
Giving Stocks and Mutual Funds just got easier!
Photo by Christin Hume
You can now transfer directly from your Vanguard or Fidelity brokerage accounts.
To Transfer simply enter the name on the account and the account number.
For Vanguard:
Name: Trees, Water & People, Inc - Brokerage Account
Account Number: 82350069
For Fidelity:
Name: Trees, Water & People, Inc
Account Number for EFT/Cash Transfers: 39900000720407864
Account Number for Stocks or Mutual Funds: Z20407864
Don’t have a Fidelity or Vanguard account? You can still transfer using UBS Wealth Management. For that you will need our account number (RC 09649) and UBS’s DTC number (0221).
If you have any questions please contact Diane Vella, TWP Finance Director at 970-233-2404 or diane@treeswaterpeople.org.
Gifting stock is one of the best ways to support a great cause and reduce your tax burden!
Making a gift of stocks, bonds and/or mutual funds is easy and is one of the most tax-efficient ways to give to Trees, Water & People. Because the securities are donated rather than sold, you won’t pay capital gains taxes and can claim a deduction on the full market value of the shares at the closing price on the day you donate them.
| Sell $5,000 in stocks/mutual funds and donate cash | Donate $5,000 in stock/mutual funds | |
| Amount Donated | $5,000 | $5,000 |
| Total Tax Paid | $700 | $0 |
| Total Tax Saved | $1,419 | $2,350 |
| After tax "cost" of donation | $3,581 | $2,650 |
The process is easy!
Complete the Letter of Authorization Form and forward to your brokerage firm.
Complete the Stock Donation—Supplemental Information Form and return either by US mail to:
Trees, Water & People
c/o Diane Vella, Finance Director
633 Remington Street
Fort Collins, CO 80524
or scan and return via email to diane@treeswaterpeople.org so we can thank you for your generous gift.
If you have a specific question, please contact Diane Vella, TWP Finance Director at 970-233-2404 or diane@treeswaterpeople.org.