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Donating appreciated securities can offer a wealth of benefits.
Gifts of appreciated stock, bonds or mutual funds are a smart and simple way to support The Nature Conservancy. These gifts allow you to give more with less because you may be able to both take an income tax deduction and avoid capital gains taxes.
You can even use appreciated securities to set up an annuity or unitrust to receive lifetime payments that equal or surpass current dividends. And best of all, your gift will help nature.
If you plan to donate stock to TNC, please help us more efficiently process your gift by completing this form to let us know your gift is coming. The form does NOT initiate the transfer of your stock; you will still need to initiate the transfer either electronically through your broker or by mailing the paper certificates directly. Transfer instructions are below the form.
If you would like to set up a life income gift using stocks or mutual funds, please first reach out to a Gift Planning specialist at (833) 336-PLAN or [email protected] before making the transfer.
Questions? Contact our specialists by filling out this form, calling (833) 336-PLAN or sending an email to [email protected].
* Required input for submission.
You’ll receive email updates from The Nature Conservancy. You can unsubscribe at any time.
For questions about the gift only:
The Nature Conservancy uses charitable gifts to support global conservation priorities unless otherwise specified by the donor. If you would like your gift to be used in a place or by a program that matters to you (such as a state or country), please let us know.
Our stock transfer instructions are below. Please note the instructions are for gifts of stock only. For mutual funds, we kindly ask that you or your broker contact us first at (833) 336-PLAN or [email protected] so we can research and be sure these funds will be accepted into our accounts. If you would like to use stocks or mutual funds to set up a life income gift, please first reach out to a Gift Planning specialist at [email protected] or (833) 336-PLAN before making the transfer.
Account name: The Nature Conservancy (Tax ID # 53-0242652)
Account number: 749-04834
DTC Number: 8862
George L. Balboa, Jr.
Merrill Lynch Balboa & Blevins Group
1152 15th Street, NW
Washington, DC 20005