Gifts of Appreciated Securities
Your donation of stocks, bonds or mutual funds to Bat Conservation International is a smart investment that will provide meaningful impact for bat conservation around the world. Gifting these types of appreciated securities is surprisingly simple and may provide you with significant tax benefits.
A gift of stock is one of the most advantageous ways you can make a gift to Bat Conservation International. It’s simple and offers many benefits:
- You can donate appreciated stocks, bonds, or mutual funds
- The total value of the stock upon transfer is tax-deductible
- There is no obligation to pay capital gains taxes on the appreciation
Stock Gift Instructions
Step 1: Complete the Transfer.
Instruct the institution where the stocks are held to transfer the shares to Bat Conservation International, Inc at Merrill Lynch using the following codes:
- DTC Number: 8862
- Account Number: 51D-04065
- Account Name: Bat Conservation International, INC
- BCI EIN/TIN: 74-2553144
If you or your broker have any technical inquiries regarding the transfer, please contact Gift Venezio at email@example.com
Step 2: Notify BCI of the Gift.
Your stock donation will transfer to BCI’s account with no accompanying information about you, the donor. To ensure that we can identify your gift and send you a tax receipt, please give us the gift details – including the name of the stock, the number of shares, and the date of transfer by contacting us at firstname.lastname@example.org.