Gifts of Appreciated Securities

Appreciated Securities/Stock

A viable alternative to a cash gift is a gift of appreciated securities. If you have owned the stocks or securities for more than one year, you are entitled to a charitable income tax deduction for the fair market value of your gift to the fullest extent permitted by law. You also avoid paying capital gains tax on the appreciation of the securities. Please contact your financial advisor for further information about tax deductions and eligibility.

Electronic Transfer through your Broker

Securities may be transferred electronically via DTC (Depository Trust Company) from your broker to the Western Pennsylvania Conservancy. Please note that the Conservancy has updated DTC transfer information.  Please contact 412-586-2336 for new instructions.

The transfer is effective when the Western Pennsylvania Cosnervancy receives the securities in its account. Please instruct your broker to call the WPC Development Office immediately at 412-586-2336 for acceptance of the gift and for further instructions.

Delivery By Mail of Physical Stock Certificates Registered in the Donor's Name

For more information and instructions, please contact the development office at 412-586-2336.