Gifts of Stock are Easy
Gifts of appreciated securities are simple to make, can have an immediate impact on nature and may also provide you with significant tax benefits. A gift of securities is fully tax-deductible at its market value at the time of your contribution. To make a gift of stock to the Wood River Land Trust, please follow these procedures:
- Contact your stockbroker. Your stockbroker can make a direct electronic transfer of your stock certificates to the account of the WRLT with the following information:
Account Registration: Wood River Land Trust
Account Number: 7811-0294
Charles Schwab Contact for Contra/DTC Hotline: 602-355-9003
Charles Schwab contact: Jan Schiedel 208-395-2393
2. Give your stockbroker Wood River Land Trust’s taxpayer identification number:
3. Notify the Land Trust of the transfer so that we can properly credit you as your name will not be with the wire of securities
4. Please provide WRLT with the name of the security, the number of shares to be donated, and the name and phone number of your stockbroker.
For more information on how to donate stock, contact Lisa at firstname.lastname@example.org or 208-788-3947.