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 Senior Director of Advancement Carla C. Zuber at [email protected] or (510) 632-1366 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: [email protected]
Transfer instructions for stock should reference:
Wells Fargo Advisors
c/o First Clearing
for the benefit of: Independent Institute
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 Senior Director of Advancement Carla C. Zuber at [email protected] 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 Senior Director of Advancement Carla C. Zuber at [email protected]. We also recommend that you consult with your tax advisor or planning professional.
The Independent Institute now accepts cryprocurrency donations of Bitcoin, Bitcoin Cash, Ethereum, and Litecoin. To buy and start using cryptocurrencies, please visit Coinbase.com. To make a donation, use the Send function in your wallet app and send to one of our addresses listed below. Be sure to only send currency to the correct type of address, otherwise your funds may be lost. For example only send Bitcoin to the Bitcoin address.
Note: If you make a cryptocurrency donation, we have no way to connect the donation with your identity. If you would like a confirmation receipt of the donation for tax purposes (and a thank you!), please contact us with the details of the transaction and your contact information. Otherwise, the donation will be considered anonymous. Thank you in advance for your support!