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Gifts of Stocks and Bonds

A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift to First Nations Development Institute.

Gift of Stock and Bonds
First Nations

Here are some of the potential benefits:

  • Avoid paying capital gains tax.
  • Receive a charitable income tax deduction.
  • Enjoy possible increased income.
  • Further our mission today!

Make your gift today

To make a gift of stocks and bonds, you just need to contact your bank or broker and provide them with our investment account information:

Merrill Lynch
910 Princess Anne St, Ste. 102
Fredericksburg, VA 22401
Attn: John D. Farrington
For account of First Nations Development Institute - 78 D 04001
DTC# -5198
Gifts will be valued at the average market price on the day your gift enters our account.

Send us your gift by mail

If you hold securities in certificate form, you will need to use two envelopes to complete your gift. In the first, place the unsigned stock certificate(s). In the other, include a signed stock power for each certificate. You may obtain this from your broker or bank. Please remember to use Certified Mail.

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Jona Charette, Development Associate
First Nations Development Institute
2432 Main Street, 2nd Floor
Longmont, CO 80501
E: jcharette@firstnations.org
Tel: 303.774.7836
Fax: 303.774.7841