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, Director of Individual Giving and Development Chief of Staff at 202-800-2214 or via email 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:
RBC Wealth Management
25 Hanover Road
Florham Park, NJ 07932
Email | 1-866-255-9964
The Land Trust Alliance is a 501(c)(3) nonprofit charitable organization. All contributions are tax-deductible to the extent allowed by law.