Making a gift of securities is simple and offers a number of financial benefits:
- You receive an immediate 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 to Yosemite Conservancy.
- When you donate your appreciated securities to Yosemite Conservancy, you are making a significant contribution to the protection and preservation of Yosemite National Park.
Please follow these steps when making your stock donation:
1. Notify Yosemite Conservancy
We want to thank you for your gift! Please contact Eryn Roberts at 415-891-1383 or stock@yosemite.org to notify her of your gift.
2. Instruct Your Broker
Please instruct your broker to notify Yosemite Conservancy prior to transfer, so your gift can be handled expeditiously and properly acknowledged for tax purposes.
3. Transfer Your Shares
Request your broker transfer to our agent:
Fidelity Investments
DTC#: 0226
www.fidelity.com
Phone: 800-462-5450
Account Name: Yosemite Foundation
Account Number: Z85-334510
Donations to Yosemite Conservancy are tax-deductible. Yosemite Conservancy’s Tax ID is 94-3058041. Note that the Conservancy is also known as Yosemite Foundation.