Make a Gift of Stock
Appreciated securities or mutual fund shares you’ve owned for more than one year are excellent charitable gifts. Each stock gift we handle strengthens our programmatic work while providing tax benefits for supporters.
Outdoor Lab Foundation Brokerage Account Information
Routing Number: 101205681
Account Number: Z26693548
Fidelity DTC Number: 0226
Fidelity Investment
1801 Wewatta Street, Suite 100
Denver, CO 80202
Donating stock or securities offers a number of benefits:
- A federal income charitable contribution tax deduction based on the stock’s fair market value on the date of the gift (up to 30% of your adjusted gross income) if the stock was owned for more than one year;
- Carryover of the deduction for up to five additional years if the fair market value of the gift is more than 30% of your adjusted gross income; and
- Avoidance of capital gains tax that is due when you sell appreciated stock.
Note: Stock owned for one year or less is considered a short-term asset and usually won’t produce attractive tax benefits.
We recommend that you consult with your attorney or tax advisor about the various tax benefits and restrictions that may apply to your specific situation. We are available to you and your advisors to answer questions or help arrange a planned gift to Outdoor Lab Foundation.
Please alert us to your interest in making a donation of stock by filling out the survey below.
