Mutual Funds

Gifts of mutual funds are a valuable way to support WRI.

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.

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: 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 Jon Akpapunam by email at or call 202.729.7641 to alert WRI to your gift and share the type and number of shares you plan to give.

For questions about transferring mutual funds, please contact Tom Parker at 404.825.2696.