Outright Gift of Appreciated Securities

Receive a Tax Deduction for Using These as Gifts

Securities and mutual funds that have increased in value and been held for more than one year are one of the most popular assets to use when making a gift to Natural Resources Defense Council. Making a gift of securities or mutual funds to us offers you the chance to support our efforts to preserve the planet while realizing important benefits for yourself.

When you donate appreciated securities or mutual funds you have held more than one year to us in support of the rights of all people to the air, the water, and the wild, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

Securities are most often used to support NRDC in the form of:

An outright gift. When you donate securities to NRDC, you receive the same income tax savings that you would if you wrote us a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20 percent.

A transfer on death (TOD) account.* By placing a TOD designation on your brokerage or investment account, that account will be paid over to one or more persons or charities after your lifetime.

Click on the links below to see the additional ways to fund your gift:

*State laws govern payable on death accounts. Please consult with your bank representative or investment adviser if you are considering this gift.

Younger than 65?

Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide, Plan for Retirement With a Deferred Gift Annuity.

How It Works

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Prepare for the Future

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Calculate Your Benefits

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Next Steps

  1. Contact Michelle Mulia-Howell at 212.727.4421 or giftplanning@nrdc.org for additional information on appreciated securities.
  2. Seek the advice of your financial or legal adviser.
  3. If you include NRDC in your plans, please use our legal name and federal tax ID.

Legal Information
Natural Resources Defense Council, Inc.
40 West 20th Street, New York, NY 10011
Federal Tax ID Number: 13-2654926