donate appreciated stock
Sending us a gift of appreciated stock is easy and might provide you with a greater tax benefit than an equivalent cash gift.
- Share these instructions with your financial institution or broker.
wiring instructions - Confirm Natural Lands’ name, address, and tax ID number:
Natural Lands Trust, Inc. (DBA Natural Lands)
1031 Palmers Mill Road
Media, PA 19063
Tax ID Number: 23-6272818
- Designate transfers as DTC Clearing# 0164 Code 40
- Transfer shares to Charles Schwab & Co., Inc. (“Schwab”) Account # 6221-1789
Yes, please. Stock gifts typically land in our Schwab account without a donor name attached to them. We want to be sure we attribute the generosity to you, so please contact Jill Simonds, our director of development services, to make us aware of your intentions. (Scroll to her contact information below.)
Yes! We will provide you with an acknowledgement letter that documents our receipt of your gifted stock shares. We use the date the shares arrive in our account as the date of receipt. For IRS purposes, double-check gift valuation with your financial institution or broker.
questions?
Want to have a conversation or make your appreciated stock gift intentions known? Jill Simonds, our director of development services, would love to hear from you or your broker. Either send her a message or give her a call at 610-353-5587, ext 271.
send a message
Forever depends on what we do today.
Together, we can make a difference.
leave a legacy
Consider including us in in your long-term plans with a planned gift.
give from a donor-advised fund
Gifts directed from a donor-advised fund will help us pursue our mission.
so many ways to give
Consider these tax-wise opportunities to make a difference.
