Stock Gifts

Your gift of stock to Yosemite Conservancy helps preserve and protect Yosemite

Stock Gifts

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 Eryn Ligon at 415-434-8446 x330 or stock@yosemiteconservancy.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:

Fidelity Investments
DTC#: 0226
www.fidelity.com
Phone: 800-462-5450

Account Name: Yosemite Foundation
Account Number: Z85-334510

Donations to Yosemite Conservancy are tax-deductible.  Yosemite Conservancy’s Tax ID is 94-3058041. Note that the Conservancy is also known as Yosemite Foundation. 

Why I Give
Pete Van Kuran, Yosemite Conservancy donor

Gifting appreciated stock is a tax efficient way for Virginia and I to support the Conservancy. a win-win for both us and for Yosemite.

Pete Van Kuran
Yosemite Conservancy Donor