Earthwatch gratefully accepts gifts in the form of stocks and securities. Gifts of securities (long-term appreciated stock and mutual funds) are a simple way to make a lasting gift to Earthwatch. If you have stock worth more today than when you bought it, consider giving these securities to Earthwatch. For U.S. citizens, you avoid tax on the gain in value and can take an income tax deduction for the full market value of the gift. Securities may be held by you or by your broker. Copies of our 501 (c) 3 are available at your request.
If you hold your securities, they should be processed through a broker. Please enclose a letter to tell us the purpose of your gift.
Securities held by your broker or bank may also be transferred to Earthwatch.
The preferred procedure for making a gift of non-cash property, is for you to send your broker written instructions, with a copy to Barbara Erickson, Chief Development Officer, Earthwatch Institute. On your letter to your broker include the following electronic transfer information:
Earthwatch Broker: RBC Dain Rauscher
DTC#: 235
EWI account #: 1101-14096146
EWI account name: Earthwatch Institute
We request you contact Earthwatch Institute within 24 hours of making your gift, as stock transfers are often completed without the donor's identity included. By contacting us with the name of the stock and the number of shares donated, it will assist in locating your gift quickly.
If you have questions about these instructions or would like to discuss making a gift of stock, please contact Barbara Erickson at (800) 776-0188, extension 185. Thank you for considering a gift of securities.
Giving Appreciated Property
If you have non-cash property, such as stocks and mutual funds, that has grown in value (appreciated) and been held long-term (more than one year), you can generally enjoy greater tax savings from giving such property than from giving an equivalent amount of cash. That's because a gift of appreciated property lets you bypass capital gains tax that could be due if you sold the asset. You are also entitled to a charitable deduction based on the property's current value, including the "paper profits" you have earned since you have owned it. This is an excellent way to make an important gift to Earthwatch's work.
Giving Depreciated Property
If you have stock or other property that has decreased in value, you will normally save more in taxes by selling them and giving the proceeds. You may then be able to claim a capital loss on your tax return. You can also deduct the cash proceeds you give as a charitable gift. The result can be to enjoy tax deductions that amount to more than the current value of the asset.
Interested in giving securities? We are pleased to provide stock transfer instructions for your convenience.
The preferred procedure for making a gift of non-cash property, is for you to send your broker written instructions, with a copy to Barbara Erickson, Chief Development Officer, Earthwatch Institute. On your letter to your broker include the following electronic transfer information:
Earthwatch Broker: RBC Dain Rauscher
DTC#: 235
EWI account #: 1101-14096146
EWI account name: Earthwatch Institute
We request you contact Earthwatch Institute within 24 hours of making your gift, as stock transfers are often completed without the donor's identity included. By contacting us with the name of the stock and the number of shares donated, it will assist in locating your gift quickly.
If you have questions about these instructions or would like to discuss making a gift of stock, please contact Barbara Erickson at (800) 776-0188, extension 185. Thank you for considering a gift of securities.