Gifts of Appreciated Stock

Crystal Springs-Portland, OR; Photo Credit Jean Hamilla

River Network accepts gifts of appreciated stocks, bonds, and mutual funds to support our results-oriented work. Donating the full value of your shares is a quick, easy and tax-efficient way to make a lasting contribution to river conservation.

Your investment will help preserve a legacy of land and water resources for future generations.

Please take a moment to notify us prior to every stock transfer in order for us to accurately identify, allocate and acknowledge your gift. Let us know if there is a particular program you wish to benefit.

Ask your broker or bank to include your name in the transaction description to ensure proper identification and acknowledgment of your gift.

Benefits

  • Income Tax Savings - You can take an income tax deduction of up to 30 percent of your adjusted gross income. The excess can be carried forward for up to 5 years.
  • Capital Gain Tax Savings - Avoid capital gain taxes you would have incurred if you had sold the security.
  • Receive Income - By funding a life-income gift with securities, you could receive income during your lifetime.

How It Works

John purchased $5,000 worth of XYZ Stock which is now worth $10,000. He can use this $10,000 to make a gift to River Network and realize the tax savings. John may take a $10,000 charitable deduction on his federal income taxes, saving between $1,000 to $3,500 in federal income tax (depending on his tax bracket) and avoiding a capital gain tax of $750.

Contact Us
Would you like more information on gifts of securities or other gifts of appreciated assets?

Please contact Kevin Kasowski, 503-542-8381.

River Network is a solid investment!

We strongly recommend consulting a qualified legal or financial advisor for more information on the tax deductibility of gifts of securities.

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