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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 Delta Waterfowl Foundation.

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

By electronic transfer for American residents:
Brokerage House
Account Name: Delta Waterfowl Foundation
Account Number: DA4003830
DTC Number: 0443
Financial Advisor: Ginny Wortham
Phone Number: 1-800-846-6666
Reference: Please confirm that the Donor/s name/s along with any special designation notes are conveyed in the transfer instructions.

For gifts from mutual funds or gifts of stock not held in a brokerage account, please contact and work directly with the Financial Advisor listed above.

Delta Waterfowl Foundation is an IRS recognized 501 (c) 3, charitable organization, EIN: 53-025796. Your gift will be acknowledged in compliance with IRS regulations.

By electronic transfer for Canadian residents:
Brokerage House
Account Name: Delta Waterfowl Foundation Hypothecated to CIBC
Account Number: 710-10495-13
CUID: WGDB
FINS: T079
TTC: 5030
Primary Contact: Michelle Averia, Financial Associate to Pasquale (Charlie) Aiello
Phone Number: 204-946-9888 / Toll Free 800-665-6789
Fax Number: 204-926-7725
Reference: Please confirm that the donor/s name/s, security name, number of shares along with any special designation notes are conveyed in the transfer instructions.

For gifts from mutual funds or gifts of stock not held in a brokerage account, please contact and work directly with the Financial Advisor listed above.

Delta Waterfowl Foundation is a C.R.A. recognized Charitable Registered Organization #119058998 RR0001. Your gift will be acknowledged in compliance with CRA regulations.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

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.