“When it came time to rebalance our stock portfolio by selling shares of an appreciated stock, we gave some of those shares to the Land Trust as our annual gift. SLT received the current value for the stock, and we will take a tax deduction for that value with no capital gains tax. It's a great way to make charitable contributions accomplish more, and all we had to do was send a fax with instructions to our broker.”
— Nancy and Willard, Santa Rosa

Gifts of long-term appreciated stock, bonds, and mutual fund shares are an easy way to make a contribution to Sonoma Land Trust.  Benefits include:

Income Tax Savings - For securities you have owned for more than one year, you can take an income tax deduction for the full market value, up to 30 percent of your adjusted gross income. The excess can be carried forward for up to 5 years.

Capital Gain Tax Savings - Avoid capital gain taxes you would have incurred if you had sold the stock or mutual fund shares.

Support - Provide crucial support to Sonoma Land Trust.

To make a gift of stock, please follow these procedures:

• Contact our Membership and Development Manager at (707) 526-6930, extension 101, for our broker’s name and our account number. 
• Notify your broker that you are making a gift of stock to Sonoma Land Trust.
• Please notify the Land Trust as soon as the transfer instructions have been given with the name of the security, the number of shares to be donated and the name and phone number of your broker.  This notification enables us to alert our own stockbroker that your gift is to arrive and to provide an acknowledgement for tax purposes.

Our sincere thanks for your commitment to Sonoma Land Trust and to preserving Sonoma County’s extraordinary landscapes!