Ways to Give
Give a Gift of Stock
Donating appreciated securities to Earth Talks Foundation is one of the most tax-efficient ways to support our work — often more so than giving cash.
WHY GIVE STOCK
Why give stock
When you transfer stock, mutual fund shares, or other securities you’ve held for more than a year directly to Earth Talks Foundation, you may be able to claim a charitable deduction for the full fair market value of the gift and avoid paying capital gains tax on the appreciation — a combination that isn’t available when you sell the shares first and donate the proceeds.
Transfer instructions
Share these details with your broker to initiate an electronic transfer:
ELECTRONIC TRANSFER (DTC)
Receiving organization: Rotary Earth Network DBA Earth Talks Foundation
Tax status: 501(c)(3) public charity, Idaho
Federal Tax ID (EIN): 41-2395308 IRS Determination Letter
Receiving broker: Pershing, LLC
Account name Rotary Earth Network DBA Earth Talks Foundation
DTC clearing number DTC #0443
Account number NAW018638
Broker contact Sean Knowles, sknowles@
Please let us know before you transfer. Brokerage transfers often arrive without the donor’s name attached, so we can’t always tell who a gift came from. Email either co-founder below with your name, the security and number of shares, and the approximate transfer date, so we can confirm receipt and send your tax acknowledgment promptly.
Tax considerations
Appreciated securities: Stock that has gone up in value since you bought it may let you deduct the full fair market value on the date of transfer, while avoiding the capital gains tax you’d owe if you sold it yourself.
Depreciated securities: If a holding has lost value, it’s often better to sell it first and donate the cash proceeds — that way you can claim the capital loss on your taxes in addition to the charitable deduction.
Every donor’s tax situation is different. This page is general information, not tax or legal advice — please talk with your accountant or financial advisor about what makes sense for you.
Questions? Contact us
We’re happy to help you or your broker transfer stocks.
Laurie Zuckerman, Co-Founder & Co-Chair, laurie.zuckerman@EarthTalksFoundation.org
Karin Tome, Co-Founder & Co-Chair, karin.Tome@EarthTalksFoundation.org
Earth Talks Foundation, legally Rotary Earth Network, is a 501(c)(3) public charity organized under the Idaho Nonprofit Corporation Act. Contributions are tax-deductible to the extent allowed by law. Earth Talks Foundation is a separate legal entity from the Earth Network Rotary Club, a 501(c)(4) organization, and is not affiliated with Rotary International, The Rotary Foundation, or Rotary District 5400.
This page is provided for general information and does not constitute tax or legal advice. Please consult your tax advisor or IRA custodian about your specific situation.