Stock, DAF &
IRA Gifts
You can donate stock or mutual funds to Save The Bees USA, recommend a grant from your donor-advised fund, or ask your IRA custodian about a qualified charitable distribution.
Make a lasting difference for pollinators
Should I donate stock, recommend a DAF grant, or give through my IRA?
Whether you give through a broker, a DAF sponsor or an IRA custodian, your gift can help restore pollinator habitat and bring bee education to schools and communities. For example, your broker needs transfer instructions for shares, while your fund sponsor needs our legal name and tax ID for a grant.
Donate stock or mutual funds
If you hold securities in a brokerage account, ask us for the transfer instructions to share with your broker.
Recommend a DAF gift
By contrast, if the assets are already in a donor-advised fund, recommend a grant through its sponsor.
Make an IRA gift
If you are eligible, your IRA custodian can send a qualified charitable distribution directly to Save The Bees USA.
Option one
How to Donate Stock or Mutual Funds
Gifts of appreciated stock or mutual funds may offer tax advantages while supporting pollinator education and conservation.
Before you donate stock, ask our team for current brokerage instructions. Next, give us your name, the security name, the number of shares and the expected transfer date. That way, we can match the shares to your gift when they arrive.
Request brokerage instructionsOption two
Donate Through a Donor-Advised Fund
You can recommend a grant through your donor-advised fund (DAF) sponsor. First, look up Save The Bees USA using our legal name and federal tax ID below. Then choose a designation or direct your gift where it is needed most.
If you plan to donate stock you hold in your own brokerage account, request stock transfer instructions. For assets already held in your DAF, use your sponsor’s grant process.
Suggested gift designations
- Where it is needed most
- Pollinator education in schools
- Observation Hive programs
- Pollinator habitat restoration
- Community conservation programs
Gift restrictions are subject to acceptance and must support the charitable mission of Save The Bees USA.
Option three
Make a Meaningful Gift From Your IRA
Eligible IRA owners age 70½ or older may make a qualified charitable distribution, commonly called a QCD, directly to Save The Bees USA.
For eligible donors, a qualifying IRA gift may count toward your required minimum distribution for the year. To qualify, your IRA custodian must transfer the payment directly to Save The Bees USA.
How to make an IRA gift
- First, contact the financial institution that manages your IRA.
- Then ask for a qualified charitable distribution payable directly to Save The Bees USA.
- Also, ask the institution to include your full name, mailing address, email address or telephone number, and gift designation when applicable.
- Finally, notify us at buzzus@savethebeesusa.org so we can identify and properly acknowledge your gift.
What if I want to donate stock held in my IRA?
Speak with your IRA custodian before moving any shares. In particular, ask how it handles your proposed gift and whether it qualifies as a charitable distribution. If you hold the shares in a brokerage account outside your IRA, request brokerage transfer instructions.
Because tax rules and individual circumstances vary, consult your tax or financial adviser before initiating a stock, DAF, or IRA gift.
Questions before you donate stock or recommend a grant?
First, ask us for the instructions your broker will need. For example, we can confirm our legal name and tax ID if your DAF sponsor or IRA custodian asks for them.