Wind turbines stand tall against a blue sky with fields of cotton surrounding them in Roscoe, Texas, USA.

Stocks, Bonds and Mutual Funds

Gifts of securities, such as stocks, bonds and mutual funds are a wonderful way to support WRI.

Maximize your contribution and minimize the cost to you with a gift of stock, bonds, or mutual funds to 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. 
 
Gifts of securities such as stocks, bonds and mutual funds may be made electronically by completing a Securities Transfer Form, or by instructing your broker to send the securities via Depository Trust Company (DTC) to brokerage firms listed below.
 
To ensure we can thank you for your generosity and credit your contribution, please notify Jon Akpapunam once you have made your gift.
 
Gifts of Stock and Bonds
 
WRI’s Account
Brokerage Firm: Goldman Sachs & Co.
Account Name: World Resources Institute
Account Number: 030472229
Financial Advisor: John H. Hahn
Telephone Number: 202.585.6702
DTC Number: 0005
Reference: Donor Name (Including your name will ensure the gift is properly acknowledged)
 
For questions about transferring securities to WRI, please contact 202.585.6702.
 
Gifts of Mutual Funds
 
WRI’s Account
Brokerage Firm: SunTrust Investment Services
Account Name: World Resources Institute
Account Number: DFL218901
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)
 
For questions about transferring mutual funds, please contact 404.825.2696.
 

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