Stocks, Bonds and Securities

Osprey on migration-Jim Cruce

A financial tool and a great way to support local conservation, gifts of appreciated stocks and mutual funds offer very useful tax advantages. 

Benefits:

• Gifts of shares that you’ve held for more than a year are eligible for the same income tax deduction as a gift of cash. The deduction is based on the fair market value of the shares on the day your broker transfers the stock to the Audubon Society of Portland.
  

• If the shares donated have increased in value, you avoid the capital gains tax that you would pay when you sell those shares.
  

By giving shares, you save twice, first by deducting the gift from your income tax, and secondly by avoiding the capital gains tax. And Portland Audubon gets the same value either way.

Always consult your financial advisor for assistance in evaluating the tax advantages available to you when making a donation of appreciated securities.

Instructions for Making Your Gift

To make a stock transfer to the Audubon Society of Portland, your broker will need the following information:

• 

RBC Wealth Management
 DTC #0235, 
For the account of: Audubon Society of Portland

• Account #307-84759, 
Attn: Shelly McFarland, (503) 223-7711, 
shelly.m.mcfarland@rbcdain.com

• Please let us know about your stock gift so we may track it
  

For more information about your gifts of stock, please contact:
Ann Takamoto, Development Director
(503) 292-7855, x117
email