Stocks and Securities

Gifts of stocks and securities can be a particularly attractive way to contribute to Triangle Land Conservancy because capital gains taxes may be avoided if the gain is used to make a charitable gift. The value of the gift is established as the fair market value of the stock on the date of transfer, provided you have held the stock for at least one year.

In order to facilitate the transfer and acknowledgment of your stock gift, please notify us of your name, the name of the stock, and the number of shares being donated before you transfer the stocks. Contact Casey Therrien (919-908-0050) or [email protected]) to tell us about the gift so we can accurately attribute it to you. The simplest way to donate stock to TLC is through your broker. Your broker can transfer your stock to TLC using the following information:

Wells Fargo Advisors
Brokerage Contact: Brandon Harris, 919-338-0568
Account Number: 84065555
DTC Number: 0141.
TLC’s Tax Identification Number: 58-1514406.

Thank you for your support of TLC and of local conservation!

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