Donating Appreciated Stocks

While cash gifts are always appreciated, donating stocks or other appreciated assets can be a win-win solution. Here’s why:

  1. Tax Advantages: By donating appreciated stocks, you can avoid capital gains taxes that would apply if you sold the stock yourself. This means you can give more to the causes you care about without incurring additional tax liabilities.
  1. Increased Giving Power: When you donate appreciated assets, you may find that your contributions can have a greater impact. For instance, a stock that has significantly increased in value could allow you to support our initiatives at a higher level than you might have thought possible with cash.
  1. Legacy of Giving: Your commitment to supporting the Fiscalini Ranch Preserve is not just a gift; it’s a legacy. By considering appreciated assets, you’re not only maximizing your contribution today, but you’re also ensuring that your support continues to make a difference in the future.

Note: Individual situations vary so donors should consult their advisors.

Friends of the Fiscalini Ranch Preserve Stock Giving Instructions

Your broker may electronically transfer the gift directly to our account:

  • Brokerage House: Charles Schwab
  • DTC Number: 0164
  • Account Number: 9426-9195
  • Account Name: Friends of the Fiscalini Ranch Preserve
  • Additional Information for Reference Field: Donor Name
  • If needed, Employer Identification Number (EIN)/Federal Tax Identification Number (TIN): 91-2161009

Please note, it is important that you (or your broker) alert FFRP via phone or email that the gift is being transferred to our account, as the stock will arrive without identification. Be sure to include the name of your financial brokerage, date of transfer, ticker names and number of shares per ticker.

Please also include a mailing address where we can send a tax receipt with the donor’s full legal name as it appears on tax returns.

Once your stock gift is processed, a tax receipt will be mailed out stating the name of the stock, the number of shares, and the date it was received by Friends of the Fiscalini Ranch Preserve. Your tax advisor should determine the value of the gift.

If you need further assistance, contact at Friends of the Fiscalini Ranch Preserve:
Kitty Connolly, (805) 927-2856, kitty (at) ffrpcambria.org  

Thank you for your interest in supporting Fiscalini Ranch Preserve!

 

The contents of this page are provided for informational purposes only and are not intended as a substitute for professional legal or estate-planning advice. Friends of the Fiscalini Ranch Preserve strongly recommends that you consult a professional advisor trained in handling trusts and estates when considering any planned giving options.