Gifts of Stock & Appreciated Securities

Join the many supporters in donating stocks or mutual funds to the Bainbridge Island land Trust. It is a smart and simple way to help protect the Island’s ecologically significant natural areas.

How It Works

You can make a gift of appreciated securities—publicly traded stocks, bonds, and mutual fund shares—to the Land Trust while possibly avoiding capital gains tax and deriving other tax benefits. Some employers also match these types of gifts.

In order for the Land Trust to appropriately credit the gift to you, it is important that you or your broker notify the Bainbridge Island Land Trust of the incoming gift and its intended purpose (or designation), and that the broker references your name in the Depository Transfer Company (DTC) transfer instructions.

First, please let us know your gift is coming; this helps us identify your gift when it comes in. Then draft a letter to your broker providing instructions for the stock transfer.

For stock transfer instructions, please complete the form below or contact us at:

[email protected]
(206) 842-1216

Mutual Funds

Before giving mutual funds, please first contact us at [email protected] or (206) 842-1216, so we can research and be sure we are able to accept the funds directly into our brokerage account.

We recommend that you consult with your attorney or tax advisor for the various tax benefits and restrictions that may apply to your specific situation. We are available to you and your advisors to answer questions or arrange a planned gift to the Bainbridge Island Land Trust.