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How to give to WRI
Donate by Stock or Mutual Fund
Donate by Stock or Mutual Fund
When you donate securities held longer than one year, you avoid paying capital gains taxes and receive a charitable deduction for the full market value of the stock. Additionally, gifts of appreciated assets are deductible up to 30% of your adjusted gross income, and any excess may be carried over for use in future tax years.
If you have questions, reach out to Caitlin Sickler via email or by phone at +1 (202)-729-7622.
How to Donate Stock
Donated stock often arrives without donor identification information. To ensure WRI can identify and acknowledge your gift and issue a tax-deductible receipt, please complete the stock donation form below before you initiate any stock transfer.
After completing this form, you'll be taken to a confirmation page with brokerage information.
How to Make a Mutual Fund Gift
Step 1: Gifts of mutual funds may be made by instructing your broker to send the securities via Depository Trust Company (DTC) to the brokerage firm listed below.
Brokerage Firm: Truist Investment Services
Account Name: World Resources Institute
Account Number: DFL-217640
Financial Advisor: Tom Parker
Telephone Number: +1 (404) 825-2696
DTC Number: 0226
Reference: Donor Name (Including your name will ensure the gift is properly acknowledged)
Step 2: Your information will not be included with the electronic transfer. Please contact Caitlin Sickler by email at [email protected] or call +1 (202) 729-7622 to alert WRI to your gift, share the type and number of shares you plan to give and ensure the we can acknowledge your gift and issue a tax-deductible receipt.
For questions about transferring mutual funds, please contact Tom Parker at +1 (404) 825-2696.