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Tell us about your upcoming securities gift

If you plan to donate securities to Rainforest Trust, please complete the form below to let us know your gift is on the way. Providing this information helps us identify your transfer, process your gift promptly, and ensure it is acknowledged appropriately. If possible, ask your broker to include your name in the transfer instructions or notes.

Donating appreciated stocks, bonds, or mutual funds is a tax-efficient way to support Rainforest Trust’s mission to protect threatened tropical forests and wildlife. Depending on your individual tax situation, a gift of appreciated securities may allow you to claim a charitable income tax deduction while avoiding capital gains taxes. We encourage you to consult your financial or tax advisor to determine how these benefits may apply to you.

Please note that submitting this form does not initiate the transfer of your securities. You will still need to instruct your broker to complete the transfer. Our brokerage account information and transfer instructions are provided below the form.

If you are interested in using appreciated securities to make a planned gift, please contact Jennifer Clay at 1 (276) 330-2124, or email: jennifer.clay@rainforesttrust.org.

Gift of Securities Form

"*" indicates required fields

Step 1: Donor Information

Name*
Contact Information*
Phone*
By entering my mobile phone number and submitting this form, I agree to receive phone and text updates from Rainforest Trust for the purposes of supporting and promoting its charitable initiatives at the mobile number I entered above. Message & data rates may apply and message frequency varies. Text STOP to opt out or HELP for help.
Email*
By entering your email, you agree to receive email updates from Rainforest Trust and understand that you can unsubscribe at any time.

Step 2: Broker and Securities Information

Step 3: Gift Designation

If no project is designated, your donation will support our Conservation Action Fund (CAF) which allows us to take swift action when and where it is needed most to save species, safeguard habitat, and protect our planet.

Step 4: Request Gift Transfer of Stock

Contact your brokerage firm advisor to request a gift transfer of stock. Rainforest Trust’s brokerage account is with Fidelity Investments.

  • Account Name: Rainforest Trust
  • Federal Tax ID: 13-3500609
  • Account Number: Z44-573221
  • Broker: Fidelity Investments
  • DTC Number: 0226

Rainforest Trust is a 501c(3) non-profit organization to which gifts are tax-deductible in the U.S.

Rainforest Trust
P.O. Box 841
Warrenton, VA 20188, USA
(800) 456-4930