Why Donate Stock?

Outright gifts of appreciated stock transferred directly to the Institute may provide extra tax savings.  When securities have increased in value, there are advantages to giving them directly rather than selling them first and giving from the proceeds.  When owned for more than a year, securities to fund a gift can be considered a charitable deduction at full fair-market value, not just their original cost.  Giving in this way may also enable you to avoid capital gains tax that would otherwise be due if the donated securities were sold.

If on the other hand, you own securities that have decreased in value since you have owned them, consider selling those securities and making a charitable gift of the proceeds.  In addition to a deduction for the cash contribution, you may claim a loss that is deductible for other taxable income.

Letter of Instruction for Gifts of Securities

Thank you for including Roger Tory Peterson Institute of Natural in your philanthropy.

Below are instructions for your broker to electronically transfer gifts of stock to The Peterson Institute.  We ask that you notify us by telephone (716-665-2473) or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it prior to any stock transfer, so that we are aware of the gift and acknowledge it in a timely manner.

If you or your broker have additional questions, please contact the Jim Berry, President, at 716-665-2473, Ext. 225.

Charitable Organization:

Contact:

James M. Berry, President
Telephone: (716) 665-2473 x225
Fax: (716) 665-3794
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Wiring Instructions: Transfers should be designated to:

DTC #0162,
Merrill Lynch
Account #8AB04009
Roger Tory Peterson Institute of Natural History

For other questions on wire transfers, please contact:

David Melquist, 716-485-2784, or Mallory Phillips, 716-485-2780.