Gifts of appreciated stock are an easy and beneficial way to contribute to the St. Simons Land Trust. You receive credit for the full market value of the gift, and you avoid capital-gains tax on that stock. In ensure that we receive and properly acknowledge your stock gift, please take the following steps:
- Ask your stockbroker or brokerage firm to make a direct electronic transfer of the stock certificates to the St. Simons Land Trust account. Please call Emily Ellison at (912) 638-9109 for account information.
- Please notify us as soon as your transfer instructions have been given to your broker and provide us with the name of the security or securities being transferred, the number of shares to be donated, and the name and phone number of your broker. This is an important step because your brokerage firm may not notify the Land Trust and our broker may not know the originating source of the contribution. Without this information, we will be unable to properly acknowledge your gift.