You can support Pacific Whale Foundation by donating stock from your E*TRADE brokerage or stock plan account. E*TRADE will transfer the stock from your account directly to the brokerage account of Pacific Whale Foundation, send a stock certificate to Pacific Whale Foundation, or transfer the funds to an E*TRADE Securities account held by Pacific Whale Foundation.
End of Year Donations:
To guarantee year-end processing, please submit your request no later than December 15. Requests received after December 15 will be processed on a best-effort basis but completion of these requests cannot be guaranteed by the end of the tax year.
Is Your Donation Tax Deductible?
Long-term appreciated securities are those held for at least one year and one day. You can donate long-term appreciated securities to Pacific Whale Foundation and be eligible for an income tax deduction on the asset’s full fair market value on your U.S. Federal Income Tax. Plus you’ll avoid any capital gains tax that you might otherwise incur from the sale of the asset. There are limits on this deduction. Helpful information about donating stocks and bonds can be found here. For complete information, please consult your tax adviser.
Donations From Your IRA:
You may be eligible to make a tax-free donation to Pacific Whale Foundation from your IRA through Qualified Charitable Distributions (QCDs). More details can be found here. For complete information, please consult your tax adviser.
Have the form(s) signed by all account holders on the account
Send the form(s) to:
Pacific Whale Foundation
Membership & Giving Department
300 Ma’alaea Road, Suite 211
Wailuku, HI 96793
We will complete the information about Pacific Whale Foundation and send the form(s) to E*TRADE Securities for processing.
Pacific Whale Foundation is a non-profit tax-exempt IRSC 501(c)(3) organization: federal tax ID number 99-020714. Your donation is U.S. tax deductible to the extent allowed by law. Thank you for your support.
For questions about IRA donations or Qualified Charitable Distributions (QCDs), please call E*TRADE at 1-877-921-2434.
For information from Pacific Whale Foundation, please call us toll-free at 1-800-942-5311 ext. 2 or email [email protected]
Please Note: Pacific Whale Foundation and E*TRADE Financial Corporation and its affiliates do not provide tax advice. Always consult your own tax advisor regarding your personal circumstances before taking any action that may have tax consequences.