Gifts of Stock

Gifts of stock are a great way to receive a charitable deduction on your income taxes.

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:

UnionBanc Investment Services
407 SW Broadway
Portland, OR 97205

Contact:

Alex Terzis
Vice President, Senior Financial Advisor
602-824-4983
844-969-2154

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

Juliette Harding - Director of Finance and 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:

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

For More Information

For more information on donating a gift of stock, please contact Jim Cox, Director of Donor Relations, at 503-241-0151, ext. 26 or e-mail jcox@westernrivers.org

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