Stocks, Mutual Funds, or Bonds

A gift of appreciated securities—like stocks, mutual funds, or bonds—is a smart way to support WWF while earning significant tax savings. For assets held longer than one year, you may be able to deduct the full market value. You can work directly with your financial advisor or broker to initiate the transfer, using the information below.  

There are also other ways to use a gift of stock to help both you and nature, like using it to fund a charitable gift annuity and obtain an income stream for life.

Key Benefits

• Maximizes tax efficiency 
• Sometimes allows for a larger gift than cash

There are 2 ways to make a gift of stock

Use a third-party online tool

The simplest, fastest way to donate your appreciated stock is through this outside online donation tool, which will complete your paperwork with the information you enter electronically and autofill WWF’s brokerage information in just a few minutes. The tool will then send the transfer instructions directly to your brokerage and alerts WWF immediately that your transfer is underway, which allows us to monitor the transfer progress so we can properly thank you once it has been completed. (WWF receives, and donors are given credit for, the full value of your gift on the date of transfer. Please note that WWF pays a separate 3% transaction fee on gifts of securities facilitated by DonateStock.)

Direct transfer from your broker

If you would rather complete your stock donation offline, please give your broker the transfer instructions in this link. This will provide information to facilitate the electronic transfer, receipt, and proper acknowledgement of your gift.

If you do choose this option, it is very important that you also complete the form and e-mail, mail, or otherwise deliver it to us. Our broker often receives stock transfers without the donor’s identity included, so completing this simple form will help us identify your gift quickly. If you prefer, you can e-mail the information about your gift to [email protected].

If you are using stock to fund a charitable gift annuity, contact [email protected].

If you have stock certificates in hand, please contact WWF at 1-888-993-1100, or email [email protected] for instructions. Also, if the value of your securities has declined since you purchased them, it may be to your advantage to sell them and give the cash proceeds instead. Please check with your professional advisor for details.

PLEASE NOTE:
To properly attribute your generous contribution, and avoid any delay in its acknowledgement, please make sure your donation includes your full name and address. We often receive donations from financial institutions without sufficient information to identify the donor. To confirm your donation has been properly attributed and acknowledged, please contact us at 1-800-960-0993 or via email at [email protected] and we'll be happy to help.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.