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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Oceana.

Flowchart: Donor makes a gift of stocks or bonds to Oceana.

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

Gifts of Appreciated Stock

Maximize your contribution and minimize the cost to you with a gift of stock. You can take an income tax deduction for the full market value and avoid capital gains taxes.

To make a gift of stock, download our transfer form and email it to [email protected].

  • Receiving Organization: Oceana, Inc.
  • Organization Address: 1025 Connecticut Ave. NW, Suite 200 Washington, DC 20036
  • Organization Contact: Christopher Sharkey
  • Telephone / email: (202) 833-3900 / [email protected]
  • Name of Bank: Merrill Lynch, Pierce, Fenner & Smith Inc.
  • Bank Postal Address: 1152 15th Street NW, Suite 6000 Washington, DC 20005
  • Account name: Oceana, Inc.
  • Account Number: 7WD-03449
  • Clearing Number: DTC# 8862
  • Broker Contact Information: Paul Juergensen II, Senior Vice President
  • Phone: (202) 434-4712 or (800) 488-4485
  • Fax: (202) 609-9425
  • Email: [email protected]

Questions? Contact us at (202) 833-3900 or [email protected].

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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