Appreciated Securities
Gifts of appreciated stock and mutual funds are a quick and easy way for you to make a meaningful gift to the Appalachian Trail Conservancy (ATC). Ask your broker to complete the stock transfer form and email it to ATC’s development staff at philanthropy@appalachiantrail.org to ensure your gift is credited to you.
Benefits of This Gift
- Avoid capital gains taxes that would normally be due upon sale.
- Receive an immediate charitable deduction for the full market value of the stock (average high and low prices on the day of the transfer).
How to Do This Gift
- Contact your broker and ask to transfer appreciated securities to the ATC (instructions below).
- The ATC will sell the securities and use the funds for our mission to protect, manage, and advocate for the Appalachian Trail.
- Ask your broker to complete the stock transfer form and email it to ATC’s development staff at philanthropy@appalachiantrail.org to ensure your gift is credited to you.
Stock Transfer Instructions for Your Broker
Transferee Information:
Organization Name: Appalachian Trail Conservancy
Mailing Address: PO Box 807
City, State, Zip: Harpers Ferry, WV 25425
Contact: philanthropy@appalachiantrail.org
Contact Number: (304) 885-0826
Federal Tax ID#: 52-6046689
Brokerage Information:
Brokerage Firm: U.S. Bank
Account Name: Appalachian Trail Conservancy Operating
Account Number: 9565044
DTC Code: 2803
Remember to name the ATC as a beneficiary of your brokerage account!