Appreciated Securities

Do you have a bit of extra “nest egg” that you’d like to put to good use for birds?

Making a gift of appreciated publicly traded securities is an easy and smart way to support Bird Conservancy of the Rockies! Not only will your gift be put to immediate use protecting birds and their habitats, you are able to deduct the gift as a charitable donation and see capital gains and income tax benefits. We encourage you to discuss this option with your tax advisor.

Transfer Directions

  1. Download and complete this form to let us know your gift is coming.
  2. Provide your broker the following transfer information:

Broker / Dealer: Raymond James and Associates
Raymond James DTC #: 0725
Account Registration Name: Rocky Mountain Bird Observatory DBA Bird Conservancy of the Rockies (Tax ID# 84-1079882)
Brokerage Account Number: 242FY501

IRA Charitable Distribution

Are you 70 ½ or older? If so, you can give up to $100,000 per calendar year through your IRA. This is an incredibly effective way to minimize your tax obligations while supporting the mission of Bird Conservancy of the Rockies. Please consult your tax advisor before making an IRA distribution.

To help us process and recognize your gift properly, please contact us to let us know to expect your gift.

For more information on how to make gifts of securities or IRA Charitable distributions,
please contact Joe Pettit, Development Director, 303-659-4348 ext 12.

Photo: Brewer’s Sparrow nest by Brittany Woiderski