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Gifts of Stock

There are many tax benefits to giving stock or other securities such as bonds or mutual funds to The Land Conservancy. If you have held your stock for more than one year and it is now worth more than you paid for it (appreciated), you could receive a greater tax benefit than if you had given cash.

By donating appreciated stock, you could avoid paying capital gains taxes that would otherwise apply if you had simply sold the asset. In addition, you will receive a tax receipt for the current fair market value of the stock on the date of transfer, no matter what you originally paid for it.

Please consult with your accountant or a qualified tax professional regarding charitable tax deductions.

In order to make a gift of stock, please fill out the form below and  Development Manager Heather Mullin will provide you with the account numbers you will need to make the transfer through your brokerage.

Thank you for considering a gift to our local lands and for helping us to keep SLO wild!