Already included us in your estate plan?
Thank you! Please let us know.Gifts of Stocks and Bonds
Stock transfer notification form
If you plan to transfer a gift of stock to our organization, please fill out our notification form.
A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift to the Chesapeake Bay Foundation.
Here are some of the potential benefits:
- Avoid paying capital gains tax.
- Receive a charitable income tax deduction.
- Enjoy possible increased income.
- Further our mission today!
Make Your Gift Today by Electronic Transfer!
It's easy. Instructions to make a stock transfer from your brokerage account to CBF can be found here.
Send Us Your Gift by Mail
If you hold securities in certificate form, you will need to use two envelopes to complete your gift. In the first, place the unsigned stock certificate(s). In the other, include a signed stock power for each certificate. You may obtain this from your broker or bank. Please remember to use certified mail. Send your donation to:
Chesapeake Bay Foundation
Attn: Planned Giving Office
6 Herndon Avenue
Annapolis, MD 21403