Give Stock
Turn stock into action. Donating appreciated stock to JGI USA is a tax-wise way to protect our natural world.
How It Works
A gift of appreciated stock is an easy and effective way to support the work of the Jane Goodall Institute USA.
- 1. gifts that provide income
- 2. JGI USA sells the securities and directs the proceeds to conservation work that protects wildlife, supports communities, and cares for our planet.
Gifts of appreciated stock are often eligible for a charitable income tax deduction and may allow you to avoid capital gains tax at the time of transfer (subject to IRS deduction limits). Some donors also choose to use appreciated stock to fund 🔗 gifts that provide income, which may involve different tax considerations. This approach allows you to give in a tax-wise way while maximizing the impact of your generosity.
A gift of appreciated stock can offer meaningful financial advantages while supporting conservation.
- You can reduce or even eliminate federal capital gains taxes on the transfer.
- You may be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transferer.
- You make a significant gift without impacting cash on hand.
Complete our 🔗 online form to let us know your gift is coming. Donor information is not always included with the transfer, so this helps us identify your gift when it comes in.
Draft a letter to your broker providing them instructions for the stock transfer using the information below.
Account Name: The Jane Goodall Institute
Account Number: 87C-04008
DTC Number: 8862
Tax ID: 94-2474731
Broker:
Tammy Kenny
Merrill Lynch Wealth Management, The Tackman Group
63 Copps Hill Road
Ridgefield, CT 06877
Phone: 203.894.7804
Fax: 203.437.4637
We Are Here to Help
Have questions about making a gift of stock? Our team is happy to help you determine whether this is the right giving option for you, walk you through the process, or provide additional support. All conversations are confidential and there is no obligation.
Photo credits: MaryLou Mauricio.
