Charitable Stock Gifts

See combined tax savings of up to 70% of your gift, when you donate appreciated stocks or mutual funds. Donating appreciated assets avoids federal capital gains taxes and provides a federal income tax deduction for the current market value of the gift. Similar state tax benefits are also provided in most of the country.

Access Transfer Information

To donate a gift of stock, we have a two-step process: 

• Step 1: Complete this simple form and submit.

• Step 2: Once you submit, you will immediately be provided with Community Water Center’s account number, brokerage name, DTC info, and additional information to make a stock gift.

If you have any questions, please get in touch with Katie Havens, Development Director at 858-254-4570 or katie.havens@communitywatercenter.org.