About gifts of stocks, securities, & mutual funds
Many people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you’ve had the assets for more than one year.
Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets and eliminate estate and inheritance tax, making the most of your gift.
Benefits
- Gifts of assets can often save you far more on taxes than gifts of cash
- Avoid all capital gains taxes
- Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)
- Make an immediate impact on our mission
How it works
- Use this tool to transfer appreciated securities directly to us (and avoid all capital gains taxes).
- Receive a tax receipt for the value of the assets.
- The securities are sold and the funds put directly to use for greatest impact.
Don’t wait to make an impact, donate stock today
This easy-to-use, secure online tool makes donating stock simple for our supporters.
Make your gift over the phone, by mail or via a financial advisor
For DTC-eligible securities:
Including but not limited to Equities, Corporate and Municipal Bonds, Commercial Paper, Medium-Term Notes, Collateralized Mortgage Issues, and Zero Coupon Bonds
Instruct current custodian to deliver to:
The Depository Trust Company
DTC Clearing Number: 2803 (U.S. Bank)
FBO: Oregon Zoo Foundation – Holding Account Number: 97347873
For any fed-eligible security:
Including all Fed-eligible Bonds, Bills, Notes, and agencies, including GNMAs
Instruct current custodian to deliver to:
Federal Reserve Bank of Cleveland
For: U.S. Bank,
N.A., Trust ABA 042-000-013 1050/TRUST
For Account Number: 97347873
Oregon Zoo Foundation Tax ID#: 93-0718337
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Already included us in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.