Gift stock, bonds, mutual funds, or other securities
Thank you for your interest in making a gift of stock, bonds, IRA disbursement, or mutual fund shares to CCL! It’s a simple process to donate in support of our climate solution work.
- First, fill out the form below. Required information is marked with an asterisk (*).
- After you’ve filled out the form, you will receive an email with the account information necessary to complete your gift transfer.
- Authorize your broker to make the transfer using the information provided in the email.
If you have any questions during this process, please contact Chief Financial Officer Olivia Melonas via email or at 619-437-7142.
Citizens’ Climate Lobby is a 501(c)4 and donations are not tax deductible. As every situation is different, we recommend consulting an attorney or financial advisor about the specific financial implications of your gift.
Securities donation form