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 Heather Hackett at hhackett@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 Heather Hackett 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: hhackett@appalachiantrail.org
Contact Number: 772.546.1233
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!

Questions?

We are here to help you reach your philanthropic goals.

Heather Hackett
Director of Gift Planning
Appalachian Trail Conservancy
772.546.1233
hhackett@appalachiantrail.org