Gift of Securities

You can make a gift of appreciated securities—publicly traded stocks, bonds, and mutual fund shares—to ORF while avoiding capital gains tax and/or securing a stream of income. It’s easy, and it makes an impact!

How It Works

  1. You transfer securities to ORF.
  2. ORF sells the securities and uses the proceeds to fund essential ORF programs.

How You Benefit

  • You receive credit and an immediate income tax deduction for the fair market value (average high and low prices on the day of the transfer).
  • You completely avoid capital gains tax. Note: To garner the greatest tax savings, the stock contributed must have been held by you for more than 12 months.

Stocks

Please let us know the stock is coming by contacting Rich Cogen at 513-460-3365 or rcogen@ohioriverfdn.org with the name of the stock (including symbol), number of shares that will be transferred, and broker that will transfer them. We need this information to credit you properly and issue the receipt you will need for tax purposes.

Contact your broker to initiate the stock transfer. Have the broker contact Rich Cogen at 513- 460-3365 or rcogen@ohioriverfdn.org for the ORF bank account information

Mutual Funds

Before giving mutual funds, please contact Rich Cogen at rcogen@ohioriverfdn.org or 513-460-3365 with the fund name and ticker symbol. We will then provide you with instructions for transfer.

THE IMPACT

Your Donation Makes a Big Impact

  • $25 can provided food for the freshwater mussel “ambassadors” we use in our Mussels in the Classroom program.
  • $100 can buy water quality equipment to enable us to identify pollution problems.
  • $500 can help 50 students be River Explorers for a day of learning in a river or creek.
  • $1,000 can plant 500 native trees to restore critical habitat and help keep our water clean.