Gifts of Securities
Stocks, bonds, ETFs and mutual funds
Consider a gift of publicly traded securities, including stocks, bonds, exchange-traded funds (ETFs) and mutual funds, to Ocean Conservancy! These types of gifts can reduce your tax burden and help protect the ocean for future generations.
It is important to note that no donor information, such as your name, is transmitted with an electronic securities transfer. To donate securities, please be sure to contact Ocean Conservancy before the transfer so that we can properly acknowledge your generous gift. Email give@oceanconservancy.org with the donor’s name, contact information, name of securities, number of shares and expected value. We also request that the broker send a confirmation letter or email of the transfer along with any related documentation to:
Ocean Conservancy
1300 19th Street, NW
8th Floor
Washington, DC 20036
give@oceanconservancy.org
Gift Instructions
- Click here for Stock/Bond Gift instructions to give your broker.
- Click here for Mutual Fund Gift instructions to give your broker.
- Click here for Mutual Fund Gift instructions to give your broker if using Merrill Lynch.
This information is not intended as legal, accounting or other professional advice.