Gifts of Stock or Mutual Funds

A gift of stock or mutual fund shares is an easy way to make a lasting contribution to Texas Parks and Wildlife Foundation with tax benefits to you.

Benefits include:

  • Income tax savings—For stock or mutual fund shares held more than one year, you are entitled to a federal income tax charitable deduction for the fair market value of the stock at the time of donation. For stock or mutual fund shares held less than one year, you are entitled to a federal income tax charitable deduction for the lesser of cost basis or fair market value of the stock at the time of donation.
  • Capital gains tax savings—For stock or mutual fund shares held more than one year, eliminate capital gains taxes you would have incurred had you sold them.
  • Conservation support—Provide crucial support to Texas Parks and Wildlife Foundation at a lower cost than if you had made a gift of cash.

 
Stock or mutual fund shares can be used to fund any of the following gift types:

 
Prior to transfer, notify Texas Parks and Wildlife Foundation with the following information so that we can identify your gift:
 
Your name
Number of shares
Name of the stock or fund
 
For detailed information, including the contact and account information below, download this pdf.
 


Contact and Account Information

Anne Brown
Executive Director
Texas Parks and Wildlife Foundation
2914 Swiss Avenue
Dallas, TX 75204
p 214.720.1478
f 214.720.3864
abrown@tpwf.org
 
Receiving Broker: Charles Schwab & Co., Inc.
DTC #: 0164
Address: 1958 Summit Park Drive, Suite 400
Orlando, FL 32810-5938
Contact: Schwab South Central Team – 877.738.6813
Receiving Account: Texas Parks & Wildlife Foundation
Receiving Account Number: 3131-3342