Gifts of Stock

Donating stocks or mutual funds to Trout Unlimited is a smart and simple way to help protect the cold, clean waters we love. By making a gift of appreciated securities, you may be able to avoid capital gains tax, diversify your portfolio and/or secure a stream of income.

First, let us know your gift is coming; this helps us identify your gift when it comes in. Please provide the following information:

• Your name
• Brokerage Name
• Broker name and phone number
• Security name and ticker symbol
• Number of shares
• Date of transfer

Financial Institution: