Transfer Securities
Make a bigger impact supporting our mission by donating long-term appreciated securities – including stock, bonds, and mutual funds – directly to 30 Mile.
Why Transfer Securities?
Compared with donating cash, or selling your appreciated securities and contributing the after-tax proceeds, you may be able to automatically increase your gift and your tax deduction.
30 Mile welcomes gifts of securities to support our mission. If you contribute long-term appreciated securities (those held for at least one year), including stocks, bonds and mutual funds, you may have an added benefit of owing no tax on their appreciation, thus avoiding long-term capital gains taxes.
Matt Degnan
Transmitting securities through a broker
Transfer your shares electronically by providing your broker with this information for our account at Fidelity Charitable.
Name: 30 Mile River Watershed Association
Account #: Z50-082104
Participant ID (DTC #): 0226 (Fidelity)
IRS Tax ID #: 26-1526329
It is always helpful to know that a gift of stock is on its way, so that we may acknowledge your gift and sell the stock, as is our policy. When you have made your gift, or if you have questions, contact Lidie Robbins, Executive Director at lidie@30mileriver.org.
For any specific tax questions for your unique situation, we recommend consulting with a qualified advisor before making a gift.
Contact us!
If you have questions, contact Lidie Robbins, Executive Director at lidie@30mileriver.org.
Lauren O’Malley
Photo Credit: Karen Kurkjian (Banner)