Land Trust AllianceLand Trust Alliance

Gifts of Stock

Gifts of stock or other securities such as bonds or mutual funds are an impactful way to help conserve the places people love. By donating appreciated stock, you could:

  • Avoid paying capital gains taxes that would otherwise apply if you had simply sold the asset.
  • 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.
  • Provide more clean water, more local food, more farms and ranches, more scenic beauty and more places for people to enjoy nature — where you live and across America.

Please consult with your accountant or a qualified tax professional regarding charitable tax deductions.

As a first step, contact the Donor Relations team at (202) 800- 2220 or donate@lta.org, so that we can be aware of your gift intention and provide appropriate instructions to execute the forthcoming stock transfer. This will help ensure that your gift is handled properly and acknowledged for tax purposes.

Please include the following information in your notification:

  • Your name
  • Number of shares
  • Name of stock or mutual fund

Transfer the shares

The easiest way to give a gift of stock is through your broker. Notify your stockbroker in writing that you wish to make a charitable gift of stock to Land Trust Alliance, providing your broker with the Alliance account information provided to you by the donor relations team.

Donating stock certificates

If your stock or mutual fund shares are in certificate form, please send the unendorsed stock certificates by registered mail. In a separate envelope, send a dated and signed stock power for each certificate with the signature guaranteed by a bank or your authorized broker. Send the certificate(s) and the letter on the same day by certified mail to: Land Trust Alliance, 1250 H Street NW, Suite 600, Washington, DC 20005.

Gifts of insider or restricted stock, stock options or other appreciated property

For more information, including questions regarding gifts of insider or restricted stock, stock options or other appreciated property, contact Land Trust Alliance’s development department at donate@lta.org or (202) 800-2212.