City Wildlife

  • About
    • About Us
    • Careers
    • In The News
    • Join Our Mailing List
  • Programs
    • Rehabilitation Center
    • Lights Out DC
    • Duck Watch
    • Education
  • Urban Wildlife
    • Found an Animal?
    • Wildlife in the DC Metro Area
    • Threats to Wildlife
    • How You Can Help Keep Wildlife Safe
    • Keeping Migratory Birds Safe
    • Understanding Rabies
  • Volunteer
    • Volunteer Program
    • Internship Program
  • Blog
  • Contact
  • Donate
    • Donate Online
    • Gifts of Securities
    • Other Ways To Donate
    • Wish List
    • Bequests

Gifts of Securities

If you own stock or mutual fund shares that have appreciated in value, you can donate these shares to City Wildlife and not have to pay any capital gain tax on your “paper profit”. And you can take a federal income tax charitable deduction for the full appreciated value of the securities, subject to some limitations, if you have held them for more than one year. A security’s charitable value is determined by the date the security is received in the charity’s designated account.

The process is simple. You will need to provide your financial adviser or brokerage firm with the following information:

Method of Stock Delivery (choose one):

Electronic delivery through Merrill Lynch:

Brokerage Firm:  Merrill Lynch, Pierce, Fenner & Smith
DTC number:  8862
Account Name:  City Wildlife, Inc.
Our account number:  7WD-03045
Contact at Merrill Lynch:

John Paxton
(202) 659-6171
john.paxton@ml.com

Physical stock certificates:

Mail securities with required signatures and documents to:

Merrill Lynch, Pierce, Fenner & Smith, Inc.
1152 15th Street, NW
Suite 6000
Washington, DC  20005
Attn: John Paxton

Mutual Funds and Foreign Security Gifts:

Please contact John Paxton at Merrill Lynch:
(202) 659-6171
john.paxton@ml.com

Please also let us know in advance of your gift so that we can properly thank you. Electronic security transfers do not necessarily provide us with your information. Please provide the following information to:

Anne Lewis
President, City Wildlife
(202) 333-4388
anne.lewis@citywildlife.org

  • Donate Online
  • Other Ways To Donate
  • Gifts of Securities
  • Wish List
  • Bequests

FOUND AN ANIMAL?

Found an Animal?
Get Wildlife Assistance

City Wildlife

15 Oglethorpe St NW
Washington, DC 20011
(202) 882-1000
info@citywildlife.org
cwmap

Get Involved

Support City Wildlife Donate or volunteer

Stay Updated

Keep up to date by joining our mailing list:

Sign Up

Follow Us

  • Email
  • Facebook
  • Instagram
  • Twitter
  • YouTube
  • About
  • Programs
  • Urban Wildlife
  • Volunteer
  • Blog
  • Contact
  • Donate

Copyright © 2021 by City Wildlife