Marketable securities can be an attractive asset to contribute to the Irvine Nature Center.  The donor who gives appreciated stock will usually avoid the capital gains tax on the stock’s appreciation and will receive a charitable deduction based on the market value on the date the stock is received by Irvine.  Appreciated gifts of stock must be held more than 12 months to qualify for long-term capital gains.

To donate a gift of stock, simply instruct your broker to contact Vicki LaPore at DB Alex Brown at 410-895-2444.  Your broker will need Irvine’s DTC number which is 443 and account number which is 5XF-412624.  Because names of individual donors don’t appear on our monthly statement, we rely on you to make us aware that the stock transfer is planned, or has taken place.  To ensure proper acknowledgement, please ask your broker to let Vicki LaPore know whom the gift is from so we can update our records.  You can also contact us directly and let us know of your intent so that your gift can be acknowledged appropriately.