You can make a gift of appreciated securities—publicly traded stocks, bonds and mutual fund shares—to The Nature Conservancy while avoiding capital gains tax, diversifying your portfolio and/or securing a stream of income. It’s easy to do—fill out this online form to get started!
For personal assistance, contact us at (877) 812-3698 or firstname.lastname@example.org.
How It Works
- You transfer appreciated securities to The Nature Conservancy.
- The Nature Conservancy sells the securities and uses the proceeds to fund critical conservation work.
How You Benefit
- You receive credit and an immediate income tax deduction for the fair market value (average high and low prices on the day of the transfer).
- You avoid capital gains tax.
- You may fund a charitable gift annuity or a unitrust that diversifies your portfolio and allows you to receive lifetime payments that equal or surpass the dividends the securities are paying now.
Please note that the securities you use to make your gift must have been held by you for more than one year to be fully deductible.
When you donate appreciated securities, you are able to deduct the gift as a charitable donation AND avoid capital gains tax at transfer, though some capital gains taxation may be a part of the income stream. This double benefit allows you to leverage a larger donation by using appreciated securities rather than cash to make your gift. Here's an example.
Assumptions: Donor in 33% Income Tax bracket; Capital Gains Tax rate 15%
$10,000 Stock Cost Basis $5,000
$15,000 Stock Cost Basis $7,500
Tax Savings @ 33%
Capital Gains Tax Saved
Net Cost of Gift
Transferring securities is a simple process, and our experts can help with every step. Please let us know the gift is coming and always be sure to first consult with your financial advisor.
There are different procedures for stocks and mutual funds.
First contact The Nature Conservancy’s Stock Team via our online form. You can make gifts of stock by either of two methods.
1. Transfer by broker: Draft a letter to your broker providing instructions for the stock transfer. Your broker should then contact our stock team to transmit the details of the gift so ta can be transferred to the Conservancy.
2. Mail certificate: Send the stock certificate(s) by certified mail to the Conservancy. In a separate envelope, mail the conservancy your signed stock power form and a dated letter that identifies the stock, states how your gift is to be used and includes your signature exactly as it appears on the certificate. Send them on the same day by certified mail to:
The Nature Conservancy
ATTN: Stock gift Manager
4245 North Fairfax Drive
Arlington, VA 22203
Follow these stock transfer instructions:
Account name: The Nature Conservancy (Tax ID # 53-0242652)
Account number: 749-04834
DTC Number: 5198
George L. Balboa, Jr.
Merrill Lynch Balboa & Blevins Group
1152 15th Street, NW
Washington, DC 20005
To give mutual funds that are held by your broker or that are in certificate form, please use the same procedure outlined under gifts of stock.
To give a gift of mutual funds held by the fund, please send a letter to your broker by certified mail instructing transfer of your shares to The Nature Conservancy. Make sure to retain copies of all correspondence for your records. A copy of the letter should be sent to the Conservancy as notification of your gift.
Creative Plans for Securities Gifts
You can use your gift of appreciated securities to fund a gift that pays you income, such as a charitable gift annuity or a unitrust. You will pay no upfront capital gains tax on the transfer, and will receive lifetime payments. The result? You make a gift to The Nature Conservancy while diversifying your portfolio and securing a stream of income.
- See the gift that's right for you based on your goals.
- Take a look at all of your gift possibilities.
You can protect forests and other natural places by making a planned gift with The Nature Conservancy. Contact us at (877) 812-3698 or email@example.com.