Gifts of Stock or Mutual Funds
Gifts of long-term appreciated stock or mutual fund shares are an easy way to make a lasting contribution to The Trust for Public Land. Benefits include:
- Income tax savings—For securities you have owned for more than one year, you can take an immediate income tax deduction.
- Capital gain tax savings—Avoid capital gain taxes you would have incurred if you had sold the stock or mutual fund shares.
- Conservation support—Provide crucial support to TPL at a lower cost than if you had made a gift of cash.
Prior to transfer, notify TPL with the following information:
- Your name
- Number of shares
- Name of the stock or fund
- Whether the shares will be used to fund a trust or an annuity.
For detailed information, including the contact and account information below, download or print this pdf.
Contact and Account Information
John Davis
Controller
The Trust for Public Land
101 Montgomery Street, Suite 900
San Francisco, CA 94104
t: 415.800.5253
f: 415.243.9701
e: StockGifts@tpl.org
Federal Tax ID # 23-7222333
Charles Schwab account:
Charles Schwab & Co., Inc.
DTC# 0164
200 California Street
San Francisco, CA 94111
Attn: Martha Egli, VP
t: 415.263.4365
Account Name: The Trust for Public Land
Account# 6248 9649
Merrill Lynch account:
Merrill Lynch & Co., Inc.
DTC# 5198
600 California Street, 8th Floor
San Francisco, CA 94108-2726
Attn: Marilyn Brennan, VP
t: 415.955.3771
Account Name: The Trust for Public Land
Account# 270-04E42
