Donating appreciated securities is a wonderful way to provide an unrestricted donation to Forest Trends. Before making such a gift, please make sure to discuss your tax situation, including potential tax benefits, with your financial advisor.
Per the IRS, Forest Trends establishes the value of the stock by calculating the mean average price on the date ownership is transferred.
Donor information is not always included when stock gifts are received, so we appreciate notification about a forthcoming gift.
For questions, notifications, gift restrictions, or to request a downloadable Stock Transfer Form, email:
Tracy Ferrier, Senior Donor Engagement Officer at email@example.com or call (202) 843-9335