Stocks
Donating stocks is a tax-efficient way to fight energy poverty.
How to Donate Stocks
Use the form on this page to quickly and easily transfer stocks to SELF. This form will give you the option of selecting your broker.
Alternatively, if you wish to work directly with your broker, below is the information they’ll need.
SELF’s DTC number: 0443
SELF’s brokerage account number: C51448485
Brokerage Firm: Citi Personal Wealth Management
For questions, please contact SELF’s Finance Director, Lisa Esler, at (202) 234-7265 or lisa@self.org.
Why Donate Stocks
If you own securities that have appreciated since you acquired them, you may face capital gains taxes when you sell them. On the other hand, if you transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to SELF, you may receive an immediate income tax deduction for the full market value of the securities on the date of transfer (even if you originally paid less for them).
The donation of appreciated securities are tax-free to the donor and to SELF to the full extent of current tax law. Donors should consult their tax professionals. SELF receives the full value of your stock and uses the proceeds to bring solar solutions to the people living in the most remote corners of the world.