gifts through stock, IRA, and donor advised funds

gifts of stock

A gift of appreciated stock is a tax-wise way to support Natural Lands. Please contact Ann Hausmann, vice president of development, for stock wiring information. Please be advised that stocks arrive in our account without donor names attached to them. Consequently, we would appreciate hearing of your intentions so that we can attribute the contribution to you.

For wiring instructions, please contact:

Ann C. Hausmann, vice president of development
610.353.5587 ext. 242 or hausmann@natlands.org
Fax: 610.353.0517

gifting from your IRA

Anyone over the age of 70½ is required to take Required Minimum Distributions (RMD) annually from their IRA. If you do not need all or a portion of these funds, a tax-wise move is to gift them to a charity under a provision called the Charitable IRA Rollover. The distribution must be made directly by your custodian to Natural Lands (or other charity).

You can transfer up to $100,000 each year directly from your IRA to Natural Lands or another qualified charity (do not withdraw the funds first or they will be subject to income tax). Although you will not receive a tax deduction, you will not owe federal income tax on the funds gifted. Additionally your gift can be counted toward your RMD. We recommend that you make the request before December 20 to allow time for processing. Gifts through your IRA may not be used to fund life-income arrangements, donor advised funds, or private foundations.

Learn more about giving a gift through your IRA. Please contact Suzanne Barton, director of planned giving with questions.

giving from a donor-advised fund

Give to Natural Lands during your lifetime and/or designate the organization as a beneficiary of your fund.

Please contact Suzanne Barton, director of planned giving with questions.

Disclaimer: This information is not intended to be legal or tax advice. Please consult your lawyer or accountant to decide if this form of giving is appropriate for your circumstances.