Gift of Stock

Introduction

Donating appreciated securities allows you to avoid capital gains tax and often take a charitable deduction for the full value of the asset.

You can easily donate stock to The Conservation Fund using our Securities Transfer Request Form (PDF). Our brokerage details are included on the form. We will send you a tax receipt, and you can get the tax savings you deserve.

 

FAQ on Donating Gifts of Stock 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 Hailey Foster via email or by phone at 703-908-5823. Please also let us know if your gift is for a specific project so that we can appropriately apply your gift.

 


 

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 that 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: Whom can I contact with questions about donating stock?
A: Please reach out to our Development Assistant Hailey Foster with any questions.

 

Contact

Photo credits (from top of page): Ivan LaBianca

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