Gifts of Stock

Gifts of stock are a great way to receive a charitable deduction on your income taxes.

Giving a Gift of Stock Has Many Benefits

  • Your gift of stock is exempt from capital gains tax and you can claim the full amount of your gift on your tax return.

  • Poudre River Fund can work directly with your broker to facilitate your gift.

How Do I Make a Stock Gift?

The easiest way to make a gift of stock is to transfer the shares electronically. Tell your broker or financial advisor you would like to make a stock gift to Poudre River Fund, and give them the following information:

Brokerage:

Address
Street
City, State, Zip

Contact:

Contact Name
Financial Advisor
Phone Number/ Email

Account Name:

Account Name [Tax ID# 00-0000000]

Account Number:

000-00000  (first digit in account number is a zero)

DTC#:

0000

You may also mail your unendorsed certificate(s) and stock power, in separate envelopes, by registered mail to:

Poudre River Fund

Contact Name - Director of Finance and Administration
Street Address
City, State, Zip

Regardless of the method chosen to deliver a gift of stock, you or your transferring broker must provide Poudre River Fund with the following information for audit and acknowledgement purposes:

  1. Donor's name and complete address.

  2. Name and number of securities transferred.

For More Information

For more information on donating a gift of stock, please contact Name Title, at Phone or e-mail xx@poudreriverfund.org