A sensible way to make an annual gift

There are distinct advantages in donating stock or other securities:

• The donor receives an income tax deduction for the full market value of the stock that is donated;
• Donors can avoid paying capital gains taxes on the appreciation of the value of the stock;
• Donors can support SLT at a lower cost to them compared to making a cash gift; and
• SLT can sell the stock without paying capital gains taxes and put the money to use protecting land for future generations. 

When donating appreciated securities and real estate held long term, the donor's income tax deduction is generally limited to 30% of adjusted gross income.  SLT encourages you to seek professional tax advice before making decisions about your giving plans for the year.

Transferring stock to Stowe Land Trust is simple.  Your stockbroker can make a direct electronic transfer of your stock certificates to the TD Ameritrade account held by SLT.  To make a gift of stock or mutual fund shares, please follow these procedures: 

Gift of Stock Instructions

1. Contact your stockbroker.  Your stockbroker can make a direct electronic transfer of your stock certificates to the account of Stowe Land Trust with the following information: 

TD Ameritrade Clearing, Inc.
Deliver to DTC Clearing #0188

All deliveries MUST include Account Name and TD Ameritrade Account Number:

Account Name: Friends of Stowe Conservation, Inc. d/b/a "Stowe Land Trust"
Account Number: 909-037160

2. Notify Stowe Land Trust as soon as the transfer instructions have been given so that we can alert our stockbroker by calling 802.253.7221 or by email.

Gift of Mutual Fund Shares Instructions

1. Your broker or fund company will have its own "Transfer Form" used specifically for mutual fund shares.  You will need the following information on our account:

Broker: TD Ameritrade Institutional Services
Account Name: Friends of Stowe Conservation, Inc. d/b/a "Stowe Land Trust"
Account Number: 909-037160

The form should be mailed to:

 2. Notify Stowe Land Trust as soon as the transfer instructions have been given so that we can alert our stockbroker by calling 802.253.7221 or by email.