Donating Stocks

End Of The Year Giving: A Tax Break For You While Helping WDP

How Do I Donate Stock?

Stock donations are a great end of the year gift! You can donate stock to WDP at any time throughout the year. Check with your tax advisor to see if you can benefit from this tax-deductible donation.

Please read the below PDF article about stock donations written by Axel Stepan, a Board Member for the Wild Dolphin Project.

Donating Stock to WDP

Donating Stock from a Fidelity Investments Account to WDP

If you would like to donate stock to WDP and your shares are being moved within Fidelity, download, fill out, and authorize a one-time internal securities journal (you can download the form below). You will have to call our field office at 561-575-5660 to obtain our account information before submitting documentation. You can send the securities journal to Fidelity Investments as instructed on the downloadable form.

Download Here – Fidelity

Contact Information for Fidelity Investments:

Below is Fidelity's contact information should you have questions about transferring stocks.

Fidelity Investments
100 Crosby Parkway
Covington, KY 41015

Customer Service: 800-544-6666

Donating Stock from an Outside Brokerage Firm to WDP

If you would like to donate stock to WDP and your shares are being moved from outside of Fidelity you will need to contact your brokerage firm and ask them for a DTC Transfer. You will also need to provide them with our account information, which you can obtain by calling our field office at 561-575-5660.

All donations are tax deductible as allowed by law. Consult your tax advisor for more information.

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