Stocks, IRA, Donor Advised Fund, and Property

There are many ways you can donate to Conservation Northwest, including some that may have tax benefits.   

 

 

Donating Stocks 

A gift of stock may provide more benefits than a cash gift. By donating stock that has appreciated for more than a year, you are actually giving 20 percent more than if you sold the stock and then made a cash donation. 

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A gift of stock may be right for you if: You are holding stocks that have risen in value. If your stocks are highly appreciated, you may find yourself with a hefty tax bill when it comes time to sell. By using these securities as a gift, you can avoid the capital gains tax on any paper profit. You would like to maximize your deduction while not affecting your liquidity. If you decide to make a gift of stock, you not only retain your cash assets, but you also receive a charitable tax deduction for the full fair market value of the stock that you’ve owned for more than one year. Contact meghan@conservationnw.org or paul@conservationnw.org for more information

Donor Advised Funds 

A donor-advised fund (DAF) is like a charitable investment account that is set up for the sole purpose of supporting charities. Individuals can contribute cash, stocks, or other assets into the DAF and receive an immediate tax deduction.  

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How does a donor-advised fund work? DAF account holders can recommend single or recurring donations to charitable organizations. Funds in a DAF can only be used to support organizations that are tax-exempt 501(c)(3) and classified as public charities under 509(a). Once the DAF sponsoring organization approves, the recommended donation is made to the qualified charitable organization, such as Conservation Northwest.

Distribution from your Retirement Account 

A qualified charitable distribution (QCD) is a distribution of funds from your IRA (other than a SEP or SIMPLE IRA) directly to a qualified charitable organization, such as Conservation Northwest. To learn more about QCDs, please visit IRS.gov

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QCDs can be counted toward satisfying your required minimum distributions (RMDs) for the year, and because this gift goes directly to a charity, you may be able to exclude it from your taxable income. QCDs can be made by IRA owners who are age 70 1/2 or older. Your QCD must be made directly from your IRA custodian to Conservation Northwest on your behalf. Each financial institution has its own process for initiating a qualified charitable distribution.

Donating your Property

Conservation Northwest can accept gifts of property, including residences, land, or vehicles. These donations can be outright or through a will.

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This may reduce the estate tax burdens faced by heirs or plan a future gift that helps sustain our mission for future generations. Contact Meghan@conservationnw.org to inquire about property donations.

 

 

Make your gift via stock donation:
Broker Dealer: Cetera Investment Services 
DTC: 0701
Conservation Northwest’s Cetera Account Number: 2FR17274 
Phone number: 877-305-0056

Important giving information
Our tax identification number is 94-309157
Our Washington State UBI # is 601 135 446

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