Make a Bigger Impact by Donating Stocks

Female puma with near-adult cubs with the blue of a glacial lake behind.
Female puma with near-adult cubs with the blue of a glacial lake behind. Private ranch land on the outskirts of Torres del Paine National Park, Patagonia, Chile.
© Nick Garbutt

Stocks may be given to Panthera and these gifts are eligible for tax deductions. Making a gift of securities or mutual funds is a powerful way to support our conservation work while realizing important benefits for yourself. 

When you donate appreciated securities or mutual funds you have held for more than one year, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer. 

We encourage you to consult your financial advisor to evaluate the tax advantages available when donating appreciated stock. Transfer instructions for marketable securities and delivery of the securities can be made electronically (via DTC) to our investment account at Harpswell Capital Advisors:

Brokerage:BNY Pershing Advisor Solutions
DTC:#0443
Agent Bank:#94109
Institutional#94109
FBO:Panthera
A/C Number:Q3J003687

To ensure your incoming stock transfer is attributed to you, it is important to take the following step:

  • Donors or their brokers must inform Panthera of the incoming gift, including the type of securities and the number of shares being transferred. To ensure that we promptly acknowledge your contribution upon its arrival, send notice to Panthera at donate@panthera.org.