The Jane Goodall Institute
The Jane Goodall Institute
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Gifts of Assets

Tax-wise ways to maximize your impact

Some of the most effective ways to support the Jane Goodall Institute USA is by donating assets rather than cash.

Gift from Appreciated Stock

Donating through stock and securities that have increased in value is a wonderful way to fuel the work of a cause you care about while providing you with potential tax benefits.

 

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.

  • 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 transfer.
  • You make a significant gift without impacting cash on hand.

A gift of appreciated stock is an easy and effective way to support the work of the Jane Goodall Institute USA.

  1. You transfer appreciated securities to JGI USA.
  2. JGI USA sells the securities and directs the proceeds to conservation work that protects wildlife, supports communities, and cares for our planet.
  1. 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.
  2. Draft a letter to your broker providing them instructions for the stock transfer using the information below or download this instruction sheet to help make your gift quickly and efficiently.

Account Name: The Jane Goodall Institute

Account Number: 87C-04008

DTC Number: 8862

Tax ID: 94-247473  

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

Gifts from Individual Retirement Account (IRA)

Individuals aged 70 ½ or older are eligible to make a gift through an IRA charitable rollover — also referred to as a Qualified Charitable Distribution (QCD). This can be a great way to make a tax-free gift to a charitable organization like JGI USA, satisfy your Required Minimum Distribution (RMD), and continue to sustain JGI USA’s work through retirement.  

  • You may satisfy your Required Minimum Distribution (RMD).
  • You can give up to $100,000 per year from your traditional IRA or Roth IRA without paying income taxes.
  • You can see your gift at work today, allowing you to see the difference your donation is making.

If you are under the age of 70 ½, you can still use your IRA to make a meaningful gift to a charitable organization. Simply make the organization a beneficiary of your retirement plan.  

Regulations regarding Qualified Charitable Contributions change frequently. Please check with your financial advisor or with our team to confirm your benefits.  

Get In Touch

Have questions about donating through assets? Our team would be happy to provide additional information or discuss options that work best for your goals. All conversations are confidential and there is no obligation.

1120 20th Street NW Suite 520S,
Washington, DC 20036 USA
Telephone: 703.682.9220 | Fax: 703.682.9312
© The Jane Goodall Institute 2025

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