Gift of Stock & Legacy Giving
Give a Gift of Stock
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. Please consider one of the following options when transferring securities to the Conservation Lands Foundation.
Electronic Transfer of Securities
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:
|Representative:||Call 800-544-6666, any representative can assist|
|A/C Name:||Conservation Lands Foundation, Corporation Brokerage|
Transferring Securities by Mail
Mail the stock certificate to:
Conservation Lands Foundation
835 E. 2nd Ave. Suite 314
Durango, CO 81301
Please include a letter stating that you are donating the securities to the Conservation Lands Foundation. Include your address and phone number. We will then provide you with a “stock power” form allowing us to transfer the securities.
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 call Danielle Sandstedt (970-247-0807 ext. 104) to answer any questions you may have regarding your transaction.
Download Instruction for Giving a Gift (pdf).
Your legacy can have an impact. Your planned gift to the Conservation Lands Foundation creates your conservation legacy by ensuring the continuation of our work to safeguard our treasured public lands, rivers and trails.
Planned giving also offers significant advantages, including tax breaks and a potential income increase.
If you are considering making the Conservation Lands Foundation part of your trust, bequest or endowment, please contact Suzanne Connors , Vice President of Development, at 970-247-0807 Ext. 104.