Stock Gifts

Donate to Lula Lake Land Trust with a Stock Gift

Are you interested in making a charitable gift that may yield double tax benefits and additional savings? If so, a gift of appreciated stock may be the right option for you.

A gift of stock may provide more benefits than a cash gift. When you make a gift of stock to Lula Lake Land Trust, by eliminating the capital gains tax that would be due upon selling the stock, you receive tangible tax-savings and benefits while also supporting conservation.

Why donate a gift of stock?

You are holding stocks that have risen in value. If your stocks are highly appreciated, you may find yourself with a hefty tax bill when it comes time to sell. By using these securities as a gift, you can avoid the capital gains tax on any paper profit.

You would like to maximize your deduction while not affecting your liquidity. If you decide to make a gift of stock, you not only retain your cash assets, but you also receive a charitable tax deduction for the full fair market value of the stock that you’ve owned for more than one year.

Your gift of appreciated stock to Lula Lake Land Trust furthers our organization's mission for conservation, education, and low-impact recreation.

Securities can be gifted to Lula Lake Land Trust electronically or physically mailing certificates. Either method is acceptable, but it is necessary for you to contact your broker to initiate the transfer.

For stock transfer details: Contact our Director of Development, Matthew Hubbard, at [email protected] or 706-820-0520, Ext. 1.