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Making a gift of securities is simple.

Gifts of securities are a cost-effective opportunity to transform an asset into immediate and significant support for our ocean.

Gifts of securities can have tax benefits while creating a lasting impact for future generations

Making a gift of publicly traded securities, such as stocks, bonds, or mutual funds, is a powerful way to help protect our ocean and support a healthier future for generations to come.

When you donate appreciated securities directly to Ocean Wise, you may receive significant tax benefits while making a meaningful impact.

Your gift will help advance ocean conservation, inspire environmental stewardship, and support science-based solutions that protect the waters and wildlife we all depend on.

Making a gift of securities is simple. Your broker can transfer the securities directly to Ocean Wise,9

This information is intended to help inform discussions with your professional advisors. We encourage you to seek independent legal, tax, or financial advice regarding your individual circumstances.

Securities

Making a gift of stocks, bonds, mutual funds or flow-through shares can provide a lasting impact on the health of the ocean.

Please Note: The information provided is general in nature and not intended to be a substitute for professional legal and/or financial planning advice. Ocean Wise encourages all donors who are planning a gift to consult with their family and seek independent legal and/or financial planning advice.

 

Denise Fernandes

Want to Talk? Contact Denise

For more information about planned giving reach out:
Denise Fernandes, VP, Philanthropy and Marketing

1-604-659-3754
[email protected]

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Ocean Wise is based in the traditional and unceded territory of the Coast Salish Peoples, including the territories of the xÊ·məθkwÉ™y̓əm (Musqueam), Skwxwú7mesh (Squamish), and SÉ™lÌ“ílwÉ™taÊ”/Selilwitulh (Tsleil-Waututh) Nations. We work across Turtle Island and beyond, supporting Indigenous peoples in their vital work on ocean conservation and biodiversity whenever possible or as we are invited to.