Donating Stocks, Bonds & Securities

Donating long-term appreciated stocks can be a highly effective way to support NSEA. When you give stocks that have appreciated in value, you avoid paying capital gains taxes that would otherwise apply if you sold them. By donating the stock directly to NSEA, you can deduct up to 30% of your AGI. This strategy allows you to support our mission while maximizing your charitable impact.

Make a bigger impact
To expand, when you give appreciated stocks directly to charity as a Washington State resident, your gift can be up to 30.8%+ larger, and for non-Washington state residents, 23.8% because you avoid the taxes you’d incur from selling and donating the cash. This means more money going to the work that you support.

To Give:

  1. Contact Amy Johnson ahead of your transfer: ajohnson@n-sea.org or 360.715.0283 with the following:

    • Your name and contact information

    • Name of the stock and number of shares

    • Estimated date of transfer

    • Your broker’s name and contact info (if applicable)

  2. Transfer to our brokerage account at Charles Schwab:

    • DTC #: 0164

    • Account Name: Nooksack Salmon Enhancement Association

    • Account #: 7532-1545

  3. After the transfer, we will provide a tax receipt with the donation’s fair market value and date.

Please consult with your tax advisor on the tax implication of your charitable gifts. NSEA does not provide tax or legal advice.

Thank you for your generous support to restore and protect the salmon and other wildlife of the Nooksack River Basin!