When you donate appreciated stock or other securities, such as bonds or mutual funds, you can realize more tax benefits for your contribution than if you donated cash. Gifts of stock or other securities such as bonds or mutual funds are an impactful way to help conserve the places people love. By donating appreciated stock, you could:
Please consult with your accountant or a qualified tax professional regarding charitable tax deductions.
As a first step, contact the Land Trust Alliance’s donor relations team at 202-800-2217 or firstname.lastname@example.org, so that we can be aware of your gift intention and provide appropriate instructions to execute the forthcoming stock transfer. This will help ensure that your gift is handled properly and acknowledged for tax purposes.
Please include the following information in your notification:
The easiest way to give a gift of stock is through your broker. Notify your stockbroker in writing that you wish to make a charitable gift of stock to the Land Trust Alliance, providing your broker with the Alliance account information given to you by our donor relations team.
For more information, including questions regarding gifts of insider or restricted stock, stock options or other appreciated property, contact our donor relations team at email@example.com or 202-800-2217.