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Gifts of Stocks, Bonds and Mutual Funds

Donating appreciated securities, including stocks, bonds or mutual funds is an easy and tax-effective way for you to make a gift to Trout Unlimited.

Gift of Stock and Bonds
Stocks/Bonds/Mutual Funds
TU
Charity image

Benefits of giving stocks, bonds and mutual funds

  • Avoid paying capital gains tax on the sale of appreciated assets
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks, bonds or mutual funds

By electronic transfer - Please contact us to let us know that you are making a gift of stock. We will need the following information to track the transfer and provide you with a receipt for your taxes:

  • Your name
  • Name and ticker symbol of your security
  • Number of shares
  • Brokerage Name
  • Broker name and phone number
  • Date of transfer
Instructions for your broker to Deliver Gifts of Stock to Trout Unlimited:
DTCC Number: 0221
Account Name: Trout Unlimited, Inc.
Account # for Deposit: Y661245
Financial Institution:

UBS Private Wealth Management
2000 Avenue of the Stars
7th Floor North
Los Angeles, CA 90067
888-843-6991 (toll free)
855-208-7969 (fax)

Contact:
Kelly Chavira
Team Manager
The Spinner Group
Direct: 310-734-3883
E-mail: kelly.chavira@ubs.com

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks, bonds or mutual funds, please contact us. We would be happy to work with you and your broker to answer any questions that you have.

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