Ozaukee Washington Land Trust

Giving of Stock

Giving of stock

 

Make a bigger impact by donating long-term appreciated securities, including stock, bonds, and mutual funds, directly to charity. Compared with donating cash, or selling your appreciated securities and contributing the after-tax proceeds, you may be able to automatically increase your gift and your tax deduction.

Your broker can assist you in making a gift of stock via a direct transfer to OWLT. Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide greater tax benefits than giving cash. Your charitable income tax deduction is equal to the fair market value of the stock and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save by not incurring brokerage fees because you are transferring ownership rather than selling the stock.

If you would like to invest in our land conservation mission, please contact our OWLT office at (262) 338-1794 so we can properly acknowledge your gift and forward information for your tax deduction.

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Giving of stock