Making a gift of securities is simple and offers a number of financial benefits:
- You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
- You pay no capital gains tax on the securities you donate to Yosemite Conservancy.
When you donate your appreciated securities to Yosemite Conservancy, you are making a significant contribution to the protection and preservation of Yosemite National Park.
Please follow these steps when making your stock donation:
1. Contact Yosemite Conservancy
We want to thank you for your gift!
Please contact Darlene Bellucci at 415-434-8446 x 318 or
dbellucci@yosemiteconservancy.org to notify her of your gift.
2. Instruct Your Broker
Please instruct your broker to notify Yosemite Conservancy prior to transfer, so that your gift can be handled expeditiously and properly acknowledged for tax purposes.
3. Transfer Your Shares
Request your broker transfer to our agent:
Spencer Brush, Senior Vice President
Morgan Stanley Smith Barney
DTC#: 015
101 California Street, 3rd Floor
P.O. Box 7805
San Francisco, CA 94120
Phone: 415-693-7017
Fax: 415-693-6095
Yosemite Conservancy Account Number: 101-165116-223
Yosemite Conservancy Tax ID # 943058041