You can make a gift of appreciated securities—publicly traded stocks, bonds and mutual fund shares—to GLT while avoiding capital gains tax, diversifying your portfolio and/or securing a stream of income. It’s a simple and efficient way to give.

1. You transfer appreciated securities to GLT.
2. Greenbelt sells the securities and uses the proceeds to fund critical conservation work.

As a donor stock you are investing directly into Greenbelt’s mission, and your contribution of appreciated assets has a lasting impact on the health of our community. In addition, you benefit by:

• You receive credit and an immediate income tax deduction for the fair market value (average high and low prices on the day of the transfer).
• You avoid capital gains tax.

First, complete our online form or submit our printable form to let us know your gift is coming; this helps us identify your gift when it comes in.

Transfer your stock by either of two methods.

1. Transfer by broker: Draft a letter to your broker providing instructions for the stock transfer.
2. Mail certificate(s): Send the stock certificate(s) by certified mail to Greenbelt. In a separate envelope, mail Greenbelt your signed stock power form and a dated letter that identifies the stock, states how your gift is to be used and includes your signature exactly as it appears on the certificate. Send them on the same day by certified mail to: Greenbelt Land Trust, ATTN: Jessica McDonald; PO Box 1721, Corvallis, OR 97339.

Follow these stock transfer instructions:

Account name: Greenbelt Land Trust, Inc. (Tax ID # 94-3113836)
Account number: 7618-7810
DTC Number: 0164
GLT’s Broker: Roehl & Yi Investment Advisors, (541) 683-2085