Give Appreciated Securities
Donating appreciated stock or mutual funds is one of the most tax-smart and impactful ways to support the Appalachian Trail Conservancy (ATC). Instead of selling your securities and paying capital gains taxes, you can transfer them directly to ATC and make an even greater difference for the Appalachian Trail.
Why Donate Stock?
- Avoid Capital Gains Taxes: You won’t pay taxes on the appreciation.
- Receive a Full Charitable Deduction: Deduct the fair market value of the securities (average of the high and low trading prices on the transfer date).
- Make a Bigger Impact: Your gift helps ATC protect, manage, and advocate for all 2,000+ miles of the Trail and its surrounding landscapes.
How to Make Your Gift
- Contact Your Broker: Ask them to transfer your appreciated securities to ATC using the instructions below.
- Notify ATC: To ensure your gift is credited properly, please email a copy of your completed stock transfer form (or a quick note with the stock name and number of shares) to our development team at philanthropy@appalachiantrail.org.
- ATC Receives Your Gift: We will liquidate the securities and put your gift to work immediately for the Trail.
Stock Transfer Instructions for Your Broker
Transferee Information:
Organization Name: Appalachian Trail Conservancy
Mailing Address: PO Box 807, Harpers Ferry, WV 25425
Contact: philanthropy@appalachiantrail.org
Phone: (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
Leave a Lasting Legacy
You can also name ATC as a beneficiary of your brokerage or investment account, an enduring way to ensure that the savings you’ve worked hard to build help protect the Appalachian Trail for future generations.