Stock transfer instructions
Gifts of Appreciated Securities
Gifts of appreciated assets such as individual
securities or mutual funds are not only a valuable way to generously help
Greenpeace; they also double your tax benefits.
How can your gift save you tax dollars?
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You can deduct the full fair market value of your appreciated assets owned for more than one year.
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You save again by avoiding all capital gains taxes on your "paper profit."
Here's how it works: Take the example of Ms. Green. The stock she purchased in 1995 for $250 is now worth $1,000. If Ms. Green gives the stock instead of cash, Greenpeace receives a gift of $1,000 the fair market value of the stock and she can claim a $1,000 charitable deduction on her next income tax return. In a 36 percent bracket, that's a tax savings of $360. Furthermore, she avoids $150 in capital gains taxes that would be due whenever she sold the stock. The result: after figuring the tax savings, a gift of $1,000 cost Ms. Green only $490.
If you are ready to make a gift of stock please give your broker will need the following instructions:
DTC# 0015
Account name: Greenpeace Fund, Inc.
Account number: 473-109238
Broker: Morgan Stanley
Note: Please notify us prior to every stock transfer in order for us to accurately identify and acknowledge your gift.
Please contact Taleen Khalili at (202) 319-2426 or taleen.khalili@wdc.greenpeace.org for more information.