Give to SLT

Stock Gifts

Sonoma County Landscape Photo

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.

How to make a gift

Here is the information you will need to make a stock donation:

Sonoma Land Trust
Tax ID# 51-0197006
Morgan Stanley Smith Barney
Account #122-137286-524
DTC# 0015
Our broker is Jeff Gospe at (707) 571-5714
Address: 3562 Round Barn Circle, 1st Floor, Santa Rosa, CA 95403

For more information, please contact Beverly Scottland, development director at 707-526-8930, ext. 108 or email Beverly@sonomalandtrust.org.

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

“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