Make a Bigger Impact Through Stock & Investment Gifts
Donating appreciated stocks or securities is a simple, tax-smart way to support clean water, salmon habitat, and watershed health in the Clackamas Basin. For questions about these options, please contact us directly – you can email info@clackamasriver.org anytime or call us at 503-303-4372!
A Smart Way to Support the River You Care About
Donating stocks or other appreciated securities can be one of the most effective ways to give. In many cases, donors may be able to avoid capital gains taxes while making a larger impact than a cash gift of the same value.
Benefits:
- Potentially avoid capital gains taxes
- Receive a possible charitable tax deduction
- Make a larger gift without increasing out-of-pocket cost
- Support clean water and habitat restoration in the Clackamas River Basin
Simple Steps to Give
We’ve made the process easy. You can transfer stock directly from your brokerage account to the Clackamas River Basin Council.
Steps:
- Contact your broker and request a charitable transfer
- Provide the following transfer information
- Notify us so we can acknowledge your gift
CRBC Brokerage Information
Brokerage: Fidelity
DTC Number: 0226
Account Holder: Clackamas River Basin Council
Account Number: Z40541490
Mailing Address:
PO Box 1869
Clackamas, OR 97015
EIN: 91-1838169
Important Note:
Please have your broker include your name in the transfer details if possible so we can properly acknowledge your gift.
After You Initiate Transfer
Let us know, because stock transfers often arrive without donor contact information, please notify us when you initiate your gift so we can properly track and acknowledge it.
Other Ways to Give Through Investments
You may also be able to support CRBC through:
- Mutual funds
- Bonds
- Donor-advised funds (DAFs)
For questions about these options, please contact us directly – you can email info@clackamasriver.org anytime or call us at 503-303-4372!
CRBC Is Here to Help!
If you’re considering a stock gift and would like guidance, we’re happy to walk you or your financial advisor through the process.