GIVE STOCK

A flowery meadow at Canyon Springs.

Turn your stocks into stewardship of the land you love.

Transferring stock is an easy and savvy way to contribute to the Truckee Donner Land Trust and our mission to protect and enjoy open space.

When you donate appreciated securities that you've held for at least one year directly to the Land Trust – including stock, bonds, and mutual funds – you can potentially avoid paying capital gains tax on the increased value. You will also receive the benefit of an immediate income tax deduction for the fair market value (average high and low prices on the day of the transfer).

Use the tool below to donate stock so we can track your gift, send you the correct receipt, and ensure you can get the tax savings you deserve.

Benefits

Avoid paying capital gains tax on the sale of appreciated stock. Receive a charitable income tax deduction. Further the Land Trust’s mission today!

Send shares of stock electronically from your brokerage account to the Land Trust's account at Charles Schwab.

If you would prefer to make your donation through your broker, please notify the Truckee Donner Land Trust of your gift details so we can attribute it correctly to your household.

Please provide the following stock delivery instructions to your financial institution:

  • Name of account: Truckee Donner Land Trust (Tax ID #: 68-0245327).

  • DTC: 0164, code 40

  • Schwab Acct: 61142087

Send shares of stock by certified mail to the Truckee Donner Land Trust.

If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank.

Please remember to use certified mail when you send securities in certificate form to:

Truckee Donner Land Trust
P.O. Box 8816
Truckee, CA 96162

You will receive a gift acknowledgement letter from the Land Trust shortly after your donation. We thank you for your generosity!

Tom’s Story

Tom was pleased to have seen his stock portfolio grow over the last several years. He decided that is was time to make a gift of stock to the Truckee Donner Land Trust and reduce his taxable income for the year. Tom donated several shares of one stock type directly to the Land Trust through their online form instead of making a cash gift from his checking account. It was so easy, and it was a larger gift than he could have made by the limited cash he had available on hand for his everyday needs. Donating stock directly to charity meant Tom didn’t have to pay capital gains tax on the appreciated stock compared to if he had sold it outright. And the value of the gift he made directly to the Land Trust was larger than if he had donated it after selling the stock.

Your employer may match your gift to the Land Trust – even when it’s made through gifts of stock. Some companies match gifts made by retired employees, too! Search for your company here.

This information is educational in nature. It is not offering professional tax, legal, or accounting advice. Please seek the specific advice of your tax advisor, attorney, and/or financial planner to discuss your unique situation.