Gifts of Appreciated Securities

Overview

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.

Donating Securities

Electronic Transfer through your Broker

Securities may be transferred electronically via DTC (Depository Trust Company) from your broker to the Western Pennsylvania Conservancy.  The transfer is effective when the Western Pennsylvania Conservancy receives the securities in its account. *Please note that the Conservancy has updated DTC transfer information.  Please contact 412-586-2336 for new instructions.

To ensure that the Conservancy is able to provide a tax receipt of your donation, please call the WPC Development Office immediately at 412-586-2336 to alert them of an incoming electronic transfer.

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

If your securities are held in certificate form, a transfer of physical stock certificates will be required.  For more information and instructions, please contact the Development Office at 412-586-2336.

 

 

The Western Pennsylvania Conservancy is a nonprofit, tax-exempt charitable organization under Section 501(c)(3)
of the Internal Revenue Code, and 100% of your donation is tax-deductable as allowed by law.