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Other Ways to Give

Gifts of Stock

You may donate shares of publicly traded stock to the Independent Institute and avoid capital gains tax when the stock is sold. We receive stock gifts directly through your brokerage account and you receive a charitable income tax deduction, usually equivalent to fair market value as determined under IRS guidelines. We will sell the stock immediately and apply the net proceeds toward advancing free and prosperous societies.

To give a gift of stock please contact our Development Manager Stephanie Watson at swatson@independent.org or (510) 632-0824 and let us know that you would like to make the gift. Then simply call your broker with the information below:

Contact: Ronald Wherritt
Email address: ronald.wherritt@wfafinet.com
Phone: 316-260-8956
Fax: 316-260-1417

Transfer instructions for stock should reference:
Wells Fargo Advisors
c/o First Clearing
for the benefit of: Independent Institute
Account: 6109-9372
DTC Number: 0141

Gifts from Retirement Plans

Making a gift of retirement account assets during your lifetime is permitted under recent law and can be financially beneficial. Retirement plan assets (those in qualified plans and IRAs) are ideal for charitable giving purposes. Contact Stephanie Watson, Development Director at swatson@independent.org for information on making a planned gift with retirement assets. Please also check with your tax advisor about making a gift of retirement plan assets.

Planned Giving and Bequests

Including a charitable bequest in your will is a simple way to make a lasting and significant gift to Independent and the future of liberty and free societies. In doing so you leave a legacy of liberty, yet preserve and enjoy assets during your lifetime. Plus, the assets distributed to the Independent Institute are exempt from estate tax. You can leave a bequest to the Independent Institute by adding to an existing will or drafting a new one. To make a future gift of retirement plan assets simply requires a designation of the Independent Institute as the beneficiary of the plan.

For more information about how your charitable bequest can benefit the Independent Institute, please contact Stephanie Watson, Development Director at swatson@independent.org. We also recommend that you consult with your tax advisor or planning professional.


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You can donate to the Independent Institute conveniently from your existing PayPal account. Simply visit this form and provide your information to donate directly from PayPal.


The Independent Institute now accepts donations via Bitcoin. Bitcoin is an open source peer-to-peer electronic money and payment network. To learn more about Bitcoin, visit WeUseCoins.com. To buy and start using Bitcoins, check out Coinbase.com. You can donate Bitcoins to the Independent Instutute using the button below.

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