Instead of selling your stocks, bonds or mutual funds and donating the proceeds, eliminate capital gains tax by donating them directly to Ecojustice.
You can support our work by transferring securities to Ecojustice and avoid paying the 50% capital gains tax. As a charity, we can then sell the securities tax free and use the proceeds to continue our work to protect the land, air and water we all rely on.
Step 1: With the help of your financial planner download, complete and sign the donation form for publicly traded securities and provide this to your financial planner. They will initiate the transfer for you. If you would like a digital version of the form that can be completed and securely signed online, please contact John Keller at firstname.lastname@example.org or 1-800-926-7744 ext. 241.
Step 2: Send the completed and signed form to our investment advisor, Frank Arnold of The Pinch Group* at Raymond James by email: email@example.com and to John Keller by email: firstname.lastname@example.org or fax: 604 685 7813.
Step 3: Upon receipt of the transferred shares (which can take up to a few days – or weeks in the case of mutual funds), Ecojustice will issue you a tax receipt for the average trading prices of the securities on the date that they are received in our account.
You can also donate stocks through your will and receive tax savings for your estate. For more information, or if you are the executor of someone else’s will and would like to distribute shares from the estate, please contact us.
*Frank Arnold has kindly waived all fees on the processing of donations of gifts of securities donated to Ecojustice and all fees on investing our funds.