AT BLUE WATER BALTIMORE
You Are Part of the Solution
Every donor is a member of Blue Water Baltimore. Your donation not only helps to fund effective solutions to Baltimore’s most pressing environmental threats, it also adds your name to the movement for clean water.
Together, we will change the tide.
Make a gift of appreciated securities
You will receive a full tax deduction for the market value of the securities given. This avoids any capital gains tax you would incur in selling appreciated securities if they have been held for one year.
How to give securities held by your broker:
- Instruct your broker in writing to transfer a specific gift amount to Blue Water Baltimore, Inc.
Federal Tax ID #: 52- 1420138
Account # at Merrill Lynch: 2AY02126
DTC #: 8862
Broker: David Frank, dfrank2@ml.com
Mailing Address: P.O. Box 4863, 919 W. 34th St. Baltimore, MD 21211.
- Instruct your broker to contact Blue Water Baltimore upon arrival of your letter for specific DTC instructions.
- Send a copy of your letter to Blue Water Baltimore so we know to expect the gift (email preferred: development@bluewaterbaltimore.org).
How to give securities held in your possession:
- Mail unendorsed certificates to Blue Water Baltimore (address below) with a short letter of intent.
- Obtain stock power from your broker with your signature guaranteed.
- Separately, mail the stock power to Blue Water Baltimore with a copy of your original letter of intent.
Giving Securities while Retaining Life Income
You may also make a gift of securities through a trust arrangement and receive income during your lifetime or the lifetime of your designated beneficiary. Consult your tax and financial advisors to determine which plan is best for you.
If you have any questions about giving securities, or planned giving, please reach out to Leanna Frick, Senior Director of Advancement: lfrick@bluewaterbaltimore.org.
We value the security of your gift.
If you have not received a gift acknowledgement within 30 days, please contact
development@bluewaterbaltimore.org.
