Giving a Gift of Stock has Many Benefits!

• Your gift of stock is exempt from capital gains tax and you can claim the full amount of your gift on your tax return.
• Western Rivers Conservancy can work directly with your broker to facilitate your gift.
• You will enjoy all the benefits of being a member of Western Rivers Conservancy.

How do I make a Stock Gift?

The easiest way to make a gift of stock is to transfer the shares electronically. Tell your broker or financial advisor you would like to make a stock gift to Western Rivers Conservancy, and give them the following information:

Brokerage:
Union Bank of California
Investment Services, Inc
Manus Duffy, Senior Investment Specialist
407 SW Broadway
Portland, OR 97205
503-225-3002
800-238-4486

Account name:
Western Rivers Conservancy [Tax ID# 93-1326405]

Account number:
0BP-077585

DTC#:
0226

You may also mail your unendorsed certificate(s) and stock power, in separate envelopes, by registered mail to: Western Rivers Conservancy, Hannah Davidson, Director of Administration, 71 SW Oak St. Suite 100, Portland, OR 97204.

Regardless of the method chosen to deliver a gift of stock, you or your transferring broker must provide Western Rivers Conservancy with the following information for audit and acknowledgement purposes:

Donor's name and complete address.
Name and number of securities transferred.

For More Information

For more information on donating a gift of stock, please contact Western Rivers Conservancy's Development Director, David Wilkins, at (503)-241-0151 or e-mail dwilkins@westernrivers.org

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