Use Stocks to Achieve Your Charitable Goals Now

Should you contribute appreciated securities (shares of stock or mutual fund that you have owned long-term, that is, longer than twelve months) to the Oregon Coast Aquarium, you may deduct from your taxable income the mean fair market value of those securities on the date of transfer.

By giving appreciated stock directly to the non-profit Aquarium, you avoid paying any capital gains tax that would have been due had you sold the stock.

If you have questions about donating appreciated stock or other matters concerning charitable support of the Oregon Coast Aquarium, please contact James Draznin, VP of Development, at 503-222-6433 or Jennifer Locklear, Membership Coordinator, at 541-867-4931.