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!

Questions?

We are here to help you reach your philanthropic goals.

Please contact ATC’s development staff at (304) 885-0826 or philanthropy@appalachiantrail.org.