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. Notify Yosemite Conservancy
We want to thank you for your gift! Please contact Isabelle Luebbers at 415-434-8446 x 313 or
firstname.lastname@example.org to notify her of your gift.
2. Instruct Your Broker
Please instruct your broker to notify Yosemite Conservancy prior to transfer, so 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
101 California Street, 3rd Floor
P.O. Box 7805
San Francisco, CA 94111
Yosemite Conservancy Foundation Account Number: 101-165116-223
Yosemite Conservancy’s Tax ID # 94-3058041