Gifts of Stock
Support our work with a tax-smart donation of shares.
Using shares of appreciated stock to make your contribution can be a tax-smart way to give.
When you transfer shares, you are entitled to claim the full fair market value as a charitable gift (up to 30% of your AGI) if you have owned the stock for more than one year. In addition, by transferring directly (rather than selling the stock and making a cash gift), you avoid paying long-term capital gains tax on the increased value.
To donate shares to Sustainable Conservation:
- Request that your broker transfer shares to: Charles Schwab, DTC # 0164 – Sustainable Conservation account #7179-9252.
- Advise your broker to add your name to the transaction confirmation.
- To ensure that your gift is properly credited to you, please contact Jan Merryweather, jmerryweather@suscon.org, 650-464-8203, or Ashley Boren, aboren@suscon.org, 415-977-0380 x306 to advise of the stock type and amount.
Ways to Support Sustainable Conservation
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- Join the California Conservationist Community Our most loyal supporters.
- Corporate gifts Corporate funders partner with us to steward our natural resources sustainably in ways that make economic sense.
- Donor-advised funds A DAF can be a flexible vehicle for charitable giving.
- Employer matching gifts Many companies will match your donation dollar for dollar.
- Foundation grants Our foundation donors make our consistent, sustainable programmatic growth possible.
- Gifts of stock Support our work with a tax-smart donation of shares.
- Recurring gifts Strong and steady funding helps us use your gift efficiently.
- Tribute or memorial gifts Celebrate or remember a loved one with your donation.
Your privacy is important to us. Sustainable Conservation does not sell or trade our donors’ personal information with other entities. Read our full privacy policy here. Sustainable Conservation has been designated a 501(c)3 Non-Profit Corporation by the United States Internal Revenue Service. Your contribution is tax-deductible as a charitable contribution.