Stock & Mutual Fund Donations
Did you know that you can also donate to Catawba Lands Conservancy by giving gifts of stocks, bonds or mutual funds?
Donations of appreciated stocks, bonds and mutual funds may offer tax advantages. Transferring securities rather than selling allows you to avoid capital gains taxes, while also potentially receiving an income tax deduction for the fair market value of the asset. As a tax-exempt charitable organization Catawba Lands Conservancy will not be responsible for paying capital gains tax, and will benefit from the fair market value of your gift.
You can make a gift by transferring securities directly from your brokerage account. The Securities Transfer Request and Notification Form has all the information you will need as well as fields for you to fill out and provide to us and your broker.
Physical stock certificates may be delivered to our broker (see below). The owner(s) of the shares must sign the stock/bond power while present.
Pershing Advisor Solutions LLC
One Pershing Plaza, 4th Floor
Jersey City, New Jersey 07399
Account Name: Catawba Lands Conservancy
DTC Number: 0443
Account Number: 5QR402486
Please note that Catawba Lands Conservancy’s policy is to sell all securities upon receipt. The receipt value of your donation will be based on the stock price on the date it is received into our account.
If you have any questions or need assistance please contact:
Phone: 704.342.3330 (ext. 2221)