Gifts of Stock

Gifts of Stock to the Land Conservancy

There are many tax benefits to giving stock or other securities such as bonds or mutual funds to the Land Conservancy.  If you have held your stock for more than one year and it is now worth more than you paid for it (appreciated), you could receive a greater tax benefit than if you had given cash.

By donating appreciated stock, you can avoid capital gains tax that you would have otherwise had to pay if you had simply sold the asset. In addition, you will receive a tax receipt for the current fair market value of the stock on the date of transfer, no matter what you originally paid for it.

Step 1: Please notify Michael Stringer, Development Director at (541) 482-3069 or michael@landconserve.org of your intent to donate stock to the Land Conservancy.

Step 2: Please transfer gifts of securities to our General Fund Brokerage Account at Raymond James:

DTC number: 0725
Account number: 84574397
Account name: SOUTHERN OREGON LAND CONSERVANCY

If you have any questions, please contact our broker:

Robby Harfst
Harfst and Associates, Inc.
389 E. Main St
Ashland, OR 97520
(541) 488-2634

Thank you!

The Southern Oregon Land Conservancy is a 501(c)(3) nonprofit charitable organization. All contributions are tax-deductible to the extent allowed by law.