Thank you for your interest in making a charitable gift to the National Park Trust in the form of a stock transfer. Stock transfer instructions are below. Please download the stock transfer form, follow instructions to formalize and execute your charitable gift, and be sure to fax or email the completed information on page 2 to the contact provided on the form. These steps will inform us of the proposed donation and ensure that you receive a prompt receipt of your gift for your tax records.
Stock Transfer Instructions:
Broker: Charles Schwab
Account Holder: National Park Trust
DTC: 0164 Code: 40
Account #: 3801-6879
For stock held in brokerage accounts, your broker can assist you in making a gift of stock via a direct transfer to National Park Trust. Giving a gift of publicly-traded securities that have appreciated in value and that you have owned for more than one year may provide better tax benefits than giving cash. Your charitable income tax deduction may be equal to the fair market value of the stock and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save on brokerage fees because you are transferring ownership rather than selling the stock. Always check with your tax advisor.
Questions? Contact Mike Hoehn, Director of Finance and Administration at email@example.com.
National Park Trust
401 E. Jefferson Street, Suite 207
Rockville, MD 20850
Tax ID #52-1691924