Transferring Stock - Gifts of Appreciated Securities

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1-800-915-6789
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Legal Designation

Defenders of Wildlife tax ID number:

53-0183181

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Defenders’ Awards

Appreciated Securities

Related Links

·	Gift illustration
·	Complete gift description
·	Is this gift for you?
·	Important reminders
·	Details on stock transfer
·	Stock transfer form

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For more information on establishing an annuity with appreciated stock, please call Jim Luerssen toll free and leave a message at 1-800-915-6789, or directly at 202-772-0260. Thank you for considering such a generous gift to help protect wildlife for future generations.

Gray Wolf

Donor Story

Meet Bob and Harriet Jakovina

When Bob and Harriet sat down to write their will, it was Defenders' strong focus on endangered species that lead them to designate the organization to receive a percentage of their estate.

Tip of the Day

If you have no spouse and you leave assets in your IRA, 401(k), 403(b), Keogh or other qualified retirement plan when you die, your estate may have to pay combined taxes of up to 70% on those assets before your heirs can receive them!

The material presented on this web site is not offered as legal or tax advice. Please review calculations of tax benefits with planned giving staff to ensure that they reflect current interest rates and other assumptions. And, seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations and ensure that a contemplated gift is appropriate for your situation.