Gifts of Stock

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:

  1. Request that your broker transfer shares to:
    Charles Schwab, DTC # 0164 – Sustainable Conservation account #7179-9252.
  2. Advise your broker to add your name to the transaction confirmation.
  3. To ensure that your gift is properly credited to you, please contact Jan Merryweather, [email protected], 650-464-8203, or Ashley Boren, [email protected], 415-977-0380 x306 to advise of the stock type and amount.