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Gifts of Stock
GIFTS OF STOCK
Make a Gift of Stock to CRWA
Gifts of securities, like gifts of cash, provide CRWA with vital support for our river protection programs. For donors, a gift of appreciated securities can also provide attractive tax benefits. For electronic transfers provide your broker with the following information:
CRWA's Broker: RBC Dain Rauscher
Contact:
RBC Wealth Management
Matt Williams
(617) 725-2025
matt.williams@rbc.com
One Beacon Street, 24th Floor
Boston, MA 02108
To Donate Securities: You will need to send a letter or call your broker or banker stating your wish to give securities to CRWA. Specify the type of stock, the number of shares you are donating, and the date by which the gift should be transferred. We always appreciate hearing from your broker or you when you are making a stock gift.
We will promptly thank you for your gift of stock. Be sure to let us know when you make a stock gift or ask your broker to contact us so that the transaction can be tracked according to IRS regulations and the gift value is calculated properly.
Please contact Amy Rothe, Communications and Advancement Director. **Please note that this is general information and is not presented as specific legal or tax advice.** |