You can support our global efforts to improve ocean health by donating stock or other securities to Oceanic Society. By donating appreciated securities to Oceanic Society, you may be able to avoid capital gains taxes and maximize your charitable contributions.

Oceanic Society is America’s oldest 501(c)(3) non-profit organization dedicated to ocean conservation, and your stock donation will go directly towards our global programs to address the greatest threats to ocean health including plastic pollutionclimate change, and unsustainable fishing. Learn more about our work here.

How to Donate Stock to Oceanic Society

To donate stock to Oceanic Society, first complete our stock donation form and send it to donations@oceanicsociety.org in order to let us know that your gift is coming; this will help us identify and attribute your gift when it comes in.

Then, contact your broker to provide stock transfer instructions (below). Oceanic Society will receive your donated stock into our brokerage account, and will sell the securities upon receipt.

Stock Transfer Information

Stocks may be transferred directly to Oceanic Society using the following information. Please provide these account details to your broker to initiate a transfer.

Account Name: Oceanic Society Expeditions
Account Number: 164-073824-380
DTC Number: 0015
Tax ID: 94-3105570
Broker: Monique Bogdan
Morgan Stanley
555 California Street, 35th Floor
San Francisco, CA 94104
Tel. 1-415-984-6533

Benefits of Donating Stock

Since Oceanic Society is a 501(c)(3) non-profit organization, it is recognized by the IRS as eligible for donations of pre-tax income from U.S. taxpayers who itemize their deductions. When donating appreciated stock to a 501(c)(3) non-profit organization like Oceanic Society, U.S. taxpayers who itemize their deductions are able to take an income tax deduction for the full fair-market value of the donated assets (usually up to $100,000 each year from a taxable account), without having to pay capital gains taxes on the appreciation. And the recipient organization (Oceanic Society) gets to use 100% of the proceeds if they sell the assets on receipt.

Donating appreciated stock is not only tax efficient for you, but it can also allow you to increase the size of your donation at no additional cost to you. For more information, please see the following articles:

Questions About Donating Stock?

If you have any questions about donating stock to Oceanic Society, please get in touch with us at donations@oceanicsociety.org.

More Ways to Give

There are many ways to support Oceanic Society, including cash donations, legacy donations, cryptocurrency donations, membership, corporate philanthropy, and more. Learn more about giving options at the link below.