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Stock gifts
Gifts of long-term appreciated stock, bonds, and mutual fund shares are an easy way to make a contribution to the Laguna Foundation. Benefits include:
- Income Tax Savings - For securities you have owned for more than one year, you can take an income tax deduction for the full market value, up to 30 percent of your adjusted gross income. The excess can be carried forward for up to 5 years.
- Capital Gain Tax Savings - Avoid capital gain taxes you would have incurred if you had sold the stock or mutual fund shares.
- Support – You will provide needed and beneficial support to the Laguna Foundation and our programs.
To make a gift of stock, please follow these procedures:
- Contact Wayne Mitchell, our Director of Campaigns and Individual Giving at (707) 527-9277, extension 111, for our broker’s name and our account number.
- Notify your broker that you are making a gift of stock to the Laguna de Santa Rosa Foundation.
- Please notify the Foundation as soon as the transfer instructions have been given with the name of the security, the number of shares to be donated and the name and phone number of your broker. This notification enables us to alert our own stockbroker that your gift is to arrive and to provide an acknowledgement for tax purposes.
Thank you for your generous commitment to preserving, restoring and learning in Sonoma County’s most important wildlife area!