INVESTMENT GIVING
Ensure a bright future with investment giving.
For over 60 years, friends like you have invested in our work to protect and restore the Charles River. As the voice of the river, we’ve promoted resilience and expanded access to the river, making sure it is healthy for all.
With new and mounting pressures from a changing climate, how can we ensure the Charles will be protected over the next 60 years?
By making an investment gift, you can ensure the health of the Charles River for generations to come. Investment giving provides a solid foundation for our work together–– allowing our organization to respond to unforeseen events, seize new opportunities, and improve environmental conditions through community engagement and partnerships.
A donor-advised fund (DAF) is like a charitable investment account, for the sole purpose of supporting charitable organizations you care about. It is a simple, flexible, and tax-efficient way to give back to your favorite charities. When you contribute cash, securities, or other assets to a donor-advised fund at a public charity, you are generally eligible to take an immediate tax deduction.
If you have a donor-advised fund with Fidelity Charitable, Schwab Charitable, OR BNY Mellon, you may use the form below to initiate a grant recommendation from your fund. If you have a donor-advised fund with another bank, please provide your financial adviser with the following to initiate your grant:
Legal organization name: Charles River Watershed Association
Located in: 41 West St. Floor 8 | Boston, MA 02111
Federal tax ID number: EIN 04-6136989
Donor Advised Fund
Gift of Stock
Did you know that donating stock is one of the smartest ways to give—and it benefits you while supporting Charles River Watershed Association?! Here’s why:
Give 20% MORE with Stock: By donating stock that has appreciated for more than a year, a donor is actually able to give 20% more than if they sold that stock and then made a cash donation.
SAVE on taxes: When you donate appreciated stock, you avoid capital gains tax on the growth in your stock’s value and can also deduct 100% of the total current value of your contribution—that’s tax savings two ways!
Connect with us.
Thinking about making an investment-level gift? Contact us.
Audrey Lepore
Development Director
alepore@crwa.org
617.540.5650 x 1082
