Gift of Stock

Donating stocks allows you to avoid capital gains tax and often take a charitable deduction for the full value of the asset. Using this online stock tool from FreeWill, you can easily donate stock so we can track your gift, we will send you the correct tax receipt and you can get the tax savings you deserve.  

If you would prefer to make your donation through your broker, you can access our transfer information here and notify The Conservation Fund of your gift.  

If you are just looking to confirm our brokerage details, click below to download our Securities Transfer Request Form. 

CLICK HERE FOR STOCK TRANSFER DETAILS

FAQ on Donating Stock Gifts 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 Bobbi Reierson via email via email or by phone at 703-908-5819. Please also let us know if your gift is for a specific project, so that we can appropriately apply your gift.

Q: Is The Conservation Fund’s Participant #2039 the same as your DTC #?
A: Yes.

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 which 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 Annual Giving Manager Bobbi Reierson with any questions.