Put Stock in Something That Matters

Did you know that when you donate appreciated stock, you may avoid the tax on the gain while deducting 100% of the value of the contribution? That makes stock gifting one of the most tax-advantaged ways to give. And when you donate stock, we get to keep the proceeds that would have gone to pay taxes - it’s a win-win for you and us!


And now it’s fast, safe, and free to donate stock to Conservation Lands Foundation. We have partnered with DonateStock.com to enable our supporters to make stock donations in 10 minutes or less. By clicking on the DonateStock button below or visiting https://donatestock.com/conservationlands, you can initiate a stock gift from your brokerage through a secure portal in minutes at no cost to you.


So, remember, charitable giving doesn’t always mean cash. By gifting stock, your support will have an even greater impact — without denting your pocketbook. This year give smart and save more by putting stock in something that matters.

If you prefer to use your own brokerage firm, that's of course still possible!

In order to realize the financial benefits of making gifts of appreciated securities, you or your brokerage firm will need to transfer the stocks directly to the Conservation Lands Foundation. Our policy is to sell the securities upon transfer, making the proceeds immediately available to fund the important programs that carry out our mission.

Electronic transfer is the most secure and expedient delivery process available for making your gift. Your broker will need the following information in order to initiate the electronic transfer:

  • Brokerage: Fidelity
  • Representative: Call 800-544-6666, any representative can assist
  • DTC#: 0226
  • A/C Name: Conservation Lands Foundation, Corporation Brokerage
  • A/C Number: Z49997145
  • CLF's EIN/Tax ID Number: 20-8924520

The IRS date of delivery for gifts of stock is the date ownership of stock is transferred to the organization. The date of delivery for a gift of stock that is transferred using a broker is the date the wire transfer arrives in the organization’s brokerage account. Especially at year-end, it is important for the donor to know that the arrival of the wire transfer is the event which determines date of delivery, not the day the donor contacts the broker with instructions to transfer the stock.


Please contact Asa Bjorklund, Director of Donor and Funder Relations, with any questions you may have regarding your gift: asa@conservationlands.org, 480-677-9855.

Please note that this information is provided for educational purposes only and is not intended to serve as legal, tax, or investment advice. Please consult with a professional tax advisor.