A Nicaraguan family.

Gifting stock is one of the best ways to support a great cause and reduce your tax burden!

Making a gift of appreciated securities - stocks, bonds and/or mutual funds that have appreciated over time - is easy and is one of the most tax-efficient ways to give to a charity. Because the securities are donated rather than sold, you don’t have to pay long-term capital gains on your increase and you get a full donation for the market value of the shares at the closing price on the day you donate.

For instance, if you donate $5,000 to Trees, Water & People you can save approximately $2,350 in taxes if you donate via a gift of stock or mutual funds rather than cash.

Sell $5,000 in stocks/mutual funds and donate the 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
*Assumes a 28% tax bracket.

The process is easy!

  1. Complete the Letter of Authorization Form and forward to your brokerage firm.
  2. 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 970-484-3678 extension 22 or diane@treeswaterpeople.org.

Your generosity transforms lives! Thank you!

Planting Ponderosas on Pine Ridge Reservation.