Gift of Stock

How it works

Donating securities to American Forests is a terrific way to support our conservation mission. One attraction of donating appreciated securities, like stock, is that the tax savings enable you to make a gift at less cost than if you were to donate the equivalent amount in cash outright.

Donating stock is typically done electronically through your broker. Most brokerage firms will require a letter of intent from you to request the transfer.

Benefits of donating stock

  • You will receive an income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the securities you donate providing the securities you use to make your gift have been held by you for more than one year.
  • This double benefit means that you can leverage a larger donation by using appreciated securities rather than cash to make your gift.

Transfer Instructions

Please contact Matthew Boyer by phone at (202) 737-1944 x253 or by email for securities transfer instructions.  Letting us know in advance will ensure that our broker is aware of your gift and is actively looking for it.