| Stock Gifts to the Roger Peterson Institute |
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Why Donate Stock Outright gifts of appreciated stock transferred directly to the Institute may have extra tax savings. When securities have increased in value, there are advantages to give them directly rather than to sell them and give from the proceeds. When owned for more than a year, securities to fund a gift can be considered a charitable deduction at full fair-market value, not just their original cost. Giving in this way also enables you to bypass capital gains tax that would otherwise be due if the donated securities were sold. If on the other hand, you own securities that have decreased in value since you have owned them, consider selling those securities and making a charitable gift of the proceeds. In addition to a deduction for the cash contribution, you may claim a loss that is deductible for other taxable income. Letter of Instruction for Gifts of Securities Thank you for including The Roger Tory Peterson Institute of Natural in your philanthropy. Below are instructions for your broker to electronically transfer gifts of stock to The Peterson Institute. We ask that you notify us by telephone (716-665-2473) or email ( This e-mail address is being protected from spambots. You need JavaScript enabled to view it ) prior to any stock transfer so that we are aware of the gift and acknowledge it in a timely manner. If you or your broker has additional questions, please contact the Institute’s Director of Development Nancy Keeler at 716-665-2473, Ext. 234. Charitable Organization: The Roger Tory Peterson Institute of Natural History Contact: Nancy Keeler, Director of Development Wiring Instructions: Transfers should be designated to: DTC #0162,
For other questions on wire transfers, please contact: David Melquist, 716-485-2784, or Mallory Phillips, 716-485-2780. |