Donating appreciated securities, including stocks or bonds, is an easy and tax-savvy way for you to make a gift to the Open Land Trust.
Donating Stock: A Simple, Tax-Smart Way to Give
Donating appreciated securities like stocks or bonds is one of the most tax-efficient ways to support local land conservation—and it might be easier than you think.
Why give stock?
• Avoid paying capital gains tax on appreciated securities
• Claim a charitable income tax deduction
• Make a bigger impact at no extra cost to you
How to make your gift:
The easiest way to give stock is via electronic transfer. Before you initiate the transfer, please contact:
Tumlin Levin Sumner Wealth Management of Raymond James
(843) 379-6100
If you hold securities in certificate form, we can guide you through mailing them. Just reach out to Kristin Williams, Executive Director, or Liz O’Brien, our Director of Development, to get started.
We’re here to help
If you have any questions—or if this is your first time donating stock—contact Kristin Williams, Executive Director, at kristin@openlandtrust.org or 843-521-2175.
Thank you for helping protect the lands and waters that make our community special.