Gifts of Stock

Money and land are not the only ways to contribute to our mission of land conservation. Consider making a donation of stocks or bonds as an easy way to support our efforts to protect natural areas of the Piedmont. Need assistance? Contact our partners at Morgan Stanley.

Morgan Stanley
Christopher Wagner
300 N. Greene Street
Greensboro, NC 27401
Phone: 336.271.4307 | Fax: 336.275.9214
Account number: 651-110067
DTC number: DTC0015

Once you have finalized the details of your securities gift with your advisor and Morgan Stanley, please call our office at (336) 691-0088 or email so that we can verify that your gift has transferred to our account correctly. We ask that you please request your brokerage firm attach a name to the transfer, otherwise the transfer may arrive at our office as from an anonymous donor.

Gifts of appreciated securities, such as stocks and/or bonds held for longer than six months, are fully tax deductible. This deduction includes the difference between what you paid for the security and its market value when donated. Such gifts are deductible annually up to 30 percent of your adjusted gross income on your federal income tax return with the same five-year carry-over deduction provision as cash gifts. Remember that you must give the security itself in order to avoid paying capital gains tax on the profit rather than selling it first and then giving the cash.

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