Giving stocks or mutual fund shares can be a very tax-savvy means of putting more of your funds towards the causes you value, like protecting Wyoming’s environment, and less to taxes, the use of which you have much less control over. By donating appreciated stocks to WOC you may avoid paying capital gains taxes on the stocks, while deducting the current value of the stocks from your income.

To transfer your shares into a WOC account please see the information below or contact us.

PLEASE NOTE: It is important that you contact us when you make a transfer to ensure that we can identify the incoming shares as a gift from you and can provide you the necessary documentation for your generous gift. Please let us know your name and contact information, intended date of transfer, type of stock, and number of shares.

Investment firm: Edward Jones
Investment firm phone number: 307.335.7722
WOC Account Number: 825-04422-1
DTC#: 0057

If you have any questions or wish further information, please contact us.