Giving appreciated stock or mutual funds is another great way to protect coldwater fisheries while also taking a tax deduction and possibly avoiding the burden of capital gains taxes.
Please email our Development Team to let alert us that you are making a gift of stock, and provide as much of the following information as you can so we can track the transfer and account for it properly. We also need this information to provide you with a receipt for your taxes:
- Name of donor (if possible)
- Name of security (stock name/ticker symbol)
- Number of shares
- Brokerage Name
- Broker name and phone number
- Date of transfer
Instructions to Deliver Gifts of Stock to Trout Unlimited:
- DTCC Number: 0221
- Account Name: Trout Unlimited, Inc.
- Account # for Deposit: Y661245
UBS Private Wealth Management 2000 Avenue of the Stars 7th Floor North Los Angeles, CA 90067 888-843-6991 (toll free) 855-208-7969 Fax
Contact: Kelly Chavira Team Manager The Spinner Group Direct: 310-734-3883 E-mail: firstname.lastname@example.org
If you have any questions, please feel free to contact the Development Team: email@example.com.