Give

Gifts of Stock or Appreciated Securities

Give

Gifts of Stock or Appreciated Securities

Your Support Makes a Difference

Real generosity toward the future lies in giving all to the present. ~ Albert Camus

The Dude Ranch Foundation welcomes gifts of stocks and appreciated securities. The gifts can be directed to a specific program, general operating, or the reserves. The Dude Ranch Foundation is happy to speak with you. Below we have highlighted important aspects. Thank you for considering the Foundation. Please do not hesitate to contact us at 307-250-1981 or info@duderanchfoundation.org.

Gifts of Stock or Appreciated Securities

If your investment portfolio includes low-yielding, highly appreciated stock, or securities that you have held for more than one year you may want to consider gifting them to the Dude Ranch Foundation. Appreciated property can include publicly traded stocks, bonds, mutual funds, closely held stock, commercial property, farms, personal residences, or unimproved land.*

You may benefit by:

  • Receiving an income tax deduction for the full market value of the gift as of the date of the transfer
  • Paying no capital gains tax on the appreciation of your asset (the difference between your cost basis and current fair market value)
  • Making a generous charitable gift without reducing your liquid assets
  • Reducing your exposure to estate taxes

How to make a gift of stocks, bonds, or mutual funds to the Dude Ranch Foundation:

  • Please complete this gift form (Click Here), then:
  1. Send a copy to: Dude Ranch Foundation, 1122 12th Street, or P.O. Box 2307, Cody, WY 82414. Or to Colleen@duderanchfoundation.org.
  2. Forward a copy to your broker to initiate the gift.
  • For securities to be delivered via DTC or ACAT transfer, please send to:
    D.A. Davidson, Attn: Tracy Swanson (tswanson@dadco.com)
    2 North Main Ste 102, Sheridan, Wyoming 82801
    Phone #: 307-674-6288
    Account #: 40041542
    Client Name: Dude Ranch Foundation (tax substantiation upon successful completion of your gift)
  • Questions? Please contact Colleen Hodson at 307-250-1981 or Colleen@duderanchfoundation.org.
  • The Federal Tax I.D. number for the Dude Ranch Foundation is 74-2519170.

*The Dude Ranch Foundation welcomes gifts of real property: commercial property, farms, personal residences, and unimproved land.

The Foundation also welcomes donations of artifacts or collections to the Heritage Center Museum & Archives.

Prior to acceptance, gifts of property are inspected by the Foundation or by an agent acting on its behalf to assess the condition of the property and to ensure that it is appropriate to the mission and resources of the Dude Ranch Foundation. The Foundation team looks forward to speaking with you. Please contact the Colleen Hodson at 307-250-1981 or info@duderanchfoundation.org.