Stock Donations | Estate Giving

Stock Donations
Stocks With Capital Gains If you donate the stock directly to WaterAfrica, you can avoid the capital gain taxes and provide a larger life-giving gift. Please see the following instructions.
Stocks With Capital Losses In most cases, you would save taxes by selling the stock yourself and deducting the loss from your taxable income. You could then Donate the proceeds from the sale.
To transfer stock or bonds to WaterAfrica, simply send a letter to your broker instructing him or her to transfer xxx shares of ABC stock to the following account:
Raymond James Financial Services
ATTN: Mr. Jim Frank
15630 SW Boones Ferry Road, Ste 6
Lake Oswego, Oregon 97035
Account Name: WaterAfrica (tax ID# 27 1122359)
Account Number: 19632178, DTC 0725
Telephone Number: 503.675.8888
Also, please send WaterAfrica a letter or e-mail advising us of the name of the stock and number of shares you are transferring to WaterAfrica. **All donations will be sold as soon as possible.

If you have any questions, please contact Bill Savage (503)635-5228 or Mike Louaillier (503)221-8624.

WaterAfrica | 4804 Heritage Lane | Lake Oswego | Oregon 97035

Communications with WaterAfrica are not intended as, nor should they be construed to be, legal or tax advice, and are offered for illustrative or educational purposes only. Donors are encouraged to seek legal and/or tax advice from their professional advisors prior to making any planned gift.


Estate Giving
WaterAfrica recommends that you specify World Vision, rather than WaterAfrica, in your estate plans.
World Vision has the expertise to help:
minimize the tax impact and
maximize the amount your heirs will receive.
Specifying World Vision as a beneficiary of your IRA could eliminate double taxation.

The best way to structure your gift depends on your particular situation and World Vision can help.

To be connected to a World Vision representative for Estate Planning, please contact Bill Savage (503)635-5228 or Mike Louaillier (503)221-8624 or you can email info@waterafrica.org.
Estate planning information and proposals are offered as a service to WaterAfrica and World Vision donors. Communications with WaterAfrica are not intended as, nor should they be construed to be, legal or tax advice, and are offered for illustrative or educational purposes only. Donors are encouraged to seek legal and/or tax advice from their professional advisors prior to making any planned gift.

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