Donate Stocks and Mutual Funds

Sea Save

Donate Stocks and Mutual Funds

Stocks and Mutual Funds

Thank you for your interest in supporting the Sea Save Foundation. Donating stock, securities and mutual fund shares is an effective way to help us fight issues in the marine environment. Making this gift is simple and offers you valuable financial benefits:

You can donate appreciated stocks, bonds or mutual funds
The total value of the stock upon transfer is tax-deductible
There is no obligation to pay any capital gains taxes on the appreciation

As always please verify this with your tax professional.

You have two options to execute a stock or mutual fund donation either directly or through your broker:

Option 1 - Initiate the Stock Transfer Directly

You can do a electronic transfer

Receiving Firm Name: Wells Fargo Clearing Services LLC

Account Number: 5009-2477

Account Name: Sea Save Foundation

Option 2 - Send broker instructions to make the transfer

Click here to download a sample letter / email to send to your broker »

After the donation has been completed, please notify our Director of Development, Anlisa Almeida, that this transfer has been initiated so we can oversee the process with tender, loving care. Send email to [email protected] with information about what we should expect, when we should expect it and how to contact you if we do not receive you generous donation

Our physical address:
Sea Save Foundation

20540 Pacific Coast Highway

Malibu, California 90265

Want to learn about other easy ways to surf to success?

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