Stock gifts can be donated and may qualify for both state and federal tax deduction. If the stock has appreciated in value, you may avoid paying capital gains upon transferring it to the Conservancy. In some cases, giving stock can even be more beneficial than giving cash

Instead of cash, you can gift appreciated stocks, bonds and/or mutual funds you’ve held for more than one year. You will be able to claim a federal income tax charitable deduction for the full, appreciated value of the securities, not the lesser amount you originally paid for them. In addition, you will pay no capital gains tax on the transaction. This means the after-tax cost is less than a gift of cash.

You or your broker can contact us using the phone numbers or form below for instructions on how to make a stock gift to the Conservancy.

Stocks & Securities

Please fill out the form below and we will get in touch with you, or call our Fund Development staff at 231-929-7911 or toll free at 1-888-929-3866 for personal handling of your contribution.