Stock Gift Request

Stock Gift Request

Gifts of appreciated stock, bonds or mutual funds are a smart and simple way to support Greenbelt Land Trust. These gifts allow you to give more with less because you may be able to both take an income tax deduction and avoid capital gains taxes. If you plan to donate stock to Greenbelt, please help us more efficiently process your gift by completing the form below to let us know your gift is coming. The form does NOT initiate the transfer of your stock; you will still need to initiate the transfer either electronically through your broker or by mailing the paper certificates directly. Transfer instructions are below the form. Questions? For questions about making a gift or using stock to set up a life-income gift, please contact us by filling out the form below, calling (541)752-9609 or jessica@greenbeltlandtrust.org. You can use the "notes" section to share the reason for your inquiry.
  • (for gift questions only)
  • (for gift questions only)
  • Please note the instructions are for gifts of stock only. For mutual funds, we kindly ask that you or your broker contact us first at (541)752-9609 or jessica@greenbeltlandtrust.org so we can research and be sure these funds will be accepted into our accounts. Account Name: Greenbelt Land Trust Broker: Charles Schwab Account Number: 7618-7810 DTC#: 0164 GLT Federal Tax ID #: 94-3113836