Gifts of Stock or other appreciated assets can provide you with certain financial advantages, creating a “Win-Win” for you and for Clean Water Fund.
Your gifts of stock, appreciated securities or other assets can be put to immediate use by Clean Water Fund. With direct gifts of this type, Clean Water Fund typically covers the brokerage fees, and the donor avoids the capital gains tax liability which could otherwise apply.
In addition, your tax benefits from making a charitable contribution to Clean Water Fund are based on the valuation of the asset at the time you make the donation, not your original (lower) cost basis.
Contact Clean Water Fund's development staff by phone or e-mail for assistance in arranging to transfer your gift of stock or other appreciated assets. We can provide you with the necessary DTC and account information and/or work directly with your broker, financial advisor or other representative to handle the details. By phone at 202-895-0432, x169 or by e-mail.