Donate Securities
Donating appreciated securities is a powerful way to support land use monitoring and advocacy in the Rogue Valley.
Strategic Stewardship
By donating stock instead of selling it and donating the cash, you can potentially increase the size of your gift while realizing significant personal financial benefits.
Potential Tax Efficiency
By donating appreciated securities held for more than a year, you may avoid capital gains tax while receiving a deduction for the full fair market value.
Larger Community Impact
Donating stock often allows for a larger contribution than a cash gift because the tax savings can lower the actual out-of-pocket cost of your generosity.
Strategic Year-End Giving
A gift of securities is a common and effective way to manage your taxable income during the year-end planning season while supporting local stewardship.
Important Disclaimer
Rogue Advocates can provide transfer details and technical assistance, but we cannot offer legal, financial, or tax advice. Every financial situation is unique; please consult your professional advisor before making a securities gift.
What You Can Donate
Publicly Traded Stocks
Common or preferred shares listed on major exchanges like the NYSE or NASDAQ.
If you're not sure, contact us.
ETFs & Mutual Funds
Diversified funds, provided they are eligible for electronic transfer to our brokerage.
If you're not sure, contact us.
Bonds
Corporate or government bonds that are held electronically.
If you're not sure, contact us.
Other Securities
Closely held stock or restricted securities are evaluated on a case-by-case basis.
If you're not sure, contact us.
How to Initiate a Transfer
A straightforward five-step process to finalize your securities gift.
Request Instructions
Contact Rogue Advocates to receive our current brokerage and DTC transfer details.
Confirm with Broker
Discuss the intended gift with your financial advisor to confirm the specific shares and quantity.
Initiate Transfer
Instruct your broker to transfer the shares electronically using the provided account information.
Notify Us
Send us a quick notification when the transfer is initiated so we can track and verify receipt.
Receive Acknowledgement
Once received, we will send an official acknowledgement letter for your tax records.
Transfer Details
For security, please before initiating a transfer.
Notify Us of Your Gift
Electronic transfers often arrive without the donor's name. Letting us know helps us track and acknowledge your gift promptly.
Information to Include
Securities FAQ
Make a lasting impact with a
gift of securities.
Questions? Email info@rogueadvocates.org