Donating stock is a great way to support our conservation work and may lead to further tax benefits. In fact, giving gifts of securities is on the rise. Over the last several years, we’ve seen more and more donors choose to donate stock to The Conservation Fund. Giving stock can help protect America’s landscapes! Click below to download the Securities Transfer Request Form.

 

 

FAQ on Donating Stock Gifts to The Conservation Fund

 

Q: My broker has a different transfer form than The Conservation Fund’s Securities transfer form; will The Conservation Fund’s broker accept my broker’s form instead?
A: Yes, our broker will accept a different form. Our Securities Transfer Form is here in case you need a template to follow.

We kindly ask that you also notify The Conservation Fund when making a stock transfer, so we are aware of your incoming gift. Please contact Bobbi Reierson via email at breierson@conservationfund.org or by phone at 703-908-5819. Please also let us know if your gift is for a specific project, so that we can appropriately apply your gift.

Q: Is The Conservation Fund’s Participant #2039 the same as your DTC #?
A: Yes.

Q: Is my gift of stock tax deductible? Will I receive a tax receipt?
A: Yes, your gift of stock is tax deductible. You will receive a tax receipt which will include the high and low value of your donated stock on the date it was gifted to The Conservation Fund and it will include the language: No goods and services were provided in exchange for this contribution.

Q: Who can I contact with questions about donating stock?
A: Please reach out to our Annual Giving Manager, Bobbi Reierson, with any questions. (breierson@conservationfund.org).