Stock and Appreciated Securities

Make your gift have a lasting impact

Make a bigger impact by donating long-term appreciated securities, including stock, bonds, and mutual funds, directly to charity. Compared with donating cash, or selling your appreciated securities and contributing the after-tax proceeds, you may be able to automatically increase your gift and your tax deduction.

  • It’s simple and easy. When you donate stocks, bonds or mutual funds to charity, you’ll generally take a tax deduction for the full fair market value. And because you are donating stock, your contribution and tax deduction may instantly increase.

    Many of our donor find they are able to give more generously when they donate through their apricated securities than if they’d given cash. That generosity means we are able to achieve more and advance our mission further faster.

    How to Give through your Appreciated Security:

    1. Contact development@tuolumne.org to inform TRT of the transfer.

    2. Contact your financial institution and fill out the stock transfer form from your financial institution

    3. Distribute funds directly to the Tuolumne River Trust.

  • By placing a TOD designation on your brokerage or investment account, that account will be paid to the Tuolumne River Trust after your lifetime.

  • Bank Name: Wells Fargo Investments

    Account Name: Tuolumne River Preservation Trust

    Address:

    MAC
    N9325-034
    80 South A Street, Suite 300 Minneapolis, MN 55402

    Phone No:
    (866) 243-0933 ext. 62822

    DTC No: 0141

    Account No: 8438-6309

Looking for how to give through your Retirement Accounts and Qualified Charitable Distributions?

We strongly advise you to consult with your financial and legal advisors to discuss your unique situation, including any impact from your state’s tax laws, before you proceed.