Gifts of Securities

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CBF Staff

Donate Stock or Mutual Funds to Save the Bay

Contributing stocks or mutual funds to the Chesapeake Bay Foundation is a smart and simple way to save the Bay and its rivers and streams.

Please use our Stock and Mutual Fund Transfer Form to let CBF know about your transfer. If you have additional questions, please contact Member Relations at member@cbf.org or 443-482-2189.

How It Works

  1. Fill out our Stock and Mutual Fund Transfer Form to let CBF know about your planned transfer.
  2. CBF sends you transfer instructions by email.
  3. Provide your financial advisor with the instructions so they can transfer the stock or mutual fund shares to CBF.
  4. CBF notifies you when we receive your gift and provides documentation for tax purposes.
  5. CBF sells the securities and uses the proceeds to fund essential Bay-saving programs.

How You Benefit

You receive credit and an income tax deduction for the fair market value of the securities you transfer (average high and low prices on the day of the transfer)

Go to the Stock and Mutual Fund Transfer Form

Creative Plans for Securities Gifts

You can use securities to fund a gift that pays you income, like a charitable gift annuity. You pay no upfront capital gains tax on the transfer and you will receive fixed income payments for life. As a result, you support CBF’s mission while diversifying your portfolio and securing a stream of income.

For questions about using stock to fund a charitable gift annuity or other planned gift, contact Member Relations at member@cbf.org or 443-482-2189.

The material presented on this website is not offered as legal or tax advice. Please consult your tax advisor, financial planner, or attorney about the legal and tax benefits of any gift to CBF.

The Bay Needs You

The 2020 State of the Bay Report makes it clear that the Bay needs our support now more than ever. Your donation helps the Chesapeake Bay Foundation maintain our momentum toward a restored Bay, rivers, and streams for today and generations to come.

Donate Today

Volunteer

Do you enjoy working with others to help clean the Chesapeake Bay? Do you have a few hours to spare? Whether growing oysters, planting trees, or helping in our offices, there are plenty of ways you can contribute.

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