Give Stock or Mutual Funds
CLF's EIN/Tax ID Number: 20-8924520
Giving a gift of stock is one of the simplest ways to support the Conservation Lands Foundation. You may contribute gifts of any size, with no minimum.
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
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: [email protected], 480-677-9855.
