Gift of Stock

Why Give Stock to the Alliance?

There are many tax benefits to giving stock or other securities such as bonds or mutual funds to the Alliance.  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 can bypass capital gains tax that you would have otherwise had to pay 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.

Step 1: Please notify Kelly Carter Rollison, Donor Relations Manager at 202-638-4725 ext. 340 or krollison@lta.org of your intent to donate stock to the Alliance.

Step 2: Please transfer gifts of securities to our account at RBC Wealth Management:

DTC number: 0235

Account number: 306-22297

Account name: The Land Trust Alliance, Inc.

If you have any questions, please contact our broker:

Tim Brogan

RBC Wealth Management

25 Hanover Road

Florham Park, NJ 07932

1-866-255-9964

Tim.Brogan2@rbc.com

Thank you!

The Land Trust Alliance is a 501(c)(3) nonprofit charitable organization. All contributions are tax-deductible to the extent allowed by law.