Support Wilderness Inquiry Through a Stock Gift
Why Donate Appreciated Securities?
When you donate appreciated securities to charity, you often give more than an equivalent cash gift would cost you. If you’ve held the securities for more than a year, you can avoid capital gains tax on the appreciation and deduct the full fair market value, within IRS limits. A stock gift funds the same work as any other donation to Wilderness Inquiry: guided trips, adaptive equipment, financial aid, and more. Giving stock to support youth outdoor programs like Canoemobile helps us connect with the future generation of environmental stewards.
step 1: Initiate transfer
Depending on whether you work with a broker, follow the corresponding path:
- If Using a Broker: Provide your broker with a completed copy of our DTC instructions to authorize the delivery of shares to Wilderness Inquiry
- If Not Using a Broker: Contact Wilderness Inquiry’s broker, Associated Investment Services, Inc., at (800) 595-7722 for assistance in completing the donation
step 2: notify our development team
After initiating the transfer, please send an email to Shannon Lundquist, Senior Manager of Development, at development@wildernessinquiry.org with the following information:
- The name of the stock and the total number of shares
- Your preference for the gift’s direction: unrestricted (annual fund) or for a specific program or project
- How you wish to be acknowledged in our annual report
Common Questions About Donating Stock
How do I donate stock to Wilderness Inquiry?
If you use a broker, give them our completed DTC instructions to authorize a share transfer. If you don’t use a broker, contact our broker, Associated Investment Services, Inc., at (800) 595-7722. Then notify our development team with the stock name, share count, and how you’d like the gift directed.
What's the benefit of a charitable stock donation over a cash gift?
Donating appreciated securities lets you avoid capital gains tax on the increase in value and deduct the full fair market value, within IRS limits. That makes a stock gift to outdoor nonprofit work a tax-efficient way to give more than an equivalent cash gift would cost you.
Can I direct my stock gift to a specific program, like youth outdoor programs?
Yes. When you notify our development team of your transfer, let them know if you’d like your gift unrestricted or directed to a specific program.
Is a stock gift to Wilderness Inquiry tax-deductible?
Yes. Wilderness Inquiry is a 501(c)3 nonprofit, tax ID 93-0708637. Your stock gift is tax-deductible to the fullest extent of the law.
Wilderness Inquiry is a 501(c)3 nonprofit, tax ID: 93-0708637. Contributions are tax-deductible to the extent permitted by law. Please consult your tax advisor regarding the deductibility of your donation based on your individual tax situation.