Donating stocks or mutual funds to Greenbelt Land Trust is a smart and simple way to help protect the natural world.
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.
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:
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.
Follow these stock transfer instructions:
Account name: Greenbelt Land Trust, Inc. (Tax ID # 94-3113836)
Account number: 4401-2456
DTC Number: 0164
GLT’s Broker: Roehl & Yi Investment Advisors, (541) 683-2085
When we considered what we value in our lives, access to natural areas, land conservation, trails, diverse ecosystems, endangered species protection, good stewardship practices, the idea of including Greenbelt Land Trust in our estate plans was an easy choice.