Gifts of Securities
Contributing stock or mutual funds to the Chesapeake Bay Foundation is a smart and simple way to save the Bay and its rivers and streams.
By donating stocks or mutual funds to the Chesapeake Bay Foundation, you can maximize your charitable giving while potentially reducing capital gains taxes and receiving a tax deduction for the full fair market value of the gift.
Your investment helps fund critical programs that restore rivers and streams, protect wildlife habitats, and advocate for policies that safeguard the Bay for future generations. It’s a smart strategy that benefits both you and the environment, turning financial assets into lasting conservation results.
How It Works
- Fill out our Stock and Mutual Fund Request for Transfer Instructions form to let CBF know about your planned transfer.
- CBF sends you transfer instructions by email.
- Provide your financial advisor with the instructions so they can transfer the stock or mutual fund shares to CBF.
- CBF notifies you when we receive your gift and provides documentation for tax purposes.
- CBF sells the securities and uses the proceeds to fund essential Bay-saving programs.
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.
