Gifts of Stock & Appreciated Assets

A gift of stock is a great way to help avoid capital gains taxes and may provide you with an income tax deduction.

Our area youth are waiting to experience the innovative programs on Lookout Mountain. The parks and trails that we maintain every year, and are working to expand, need your help. And landowners and families are asking for our assistance to conserve their land.

How to donate a gift of stock

Transferring stock to Lookout Mountain Conservancy is easy to do. It’s also a great way to maximize your Federal and State income tax deduction to the fullest extent permitted by law.

• Your income tax donation is based upon the current market value of the stock at the time donate it.
• Remember that it may take several days for your broker to complete a transfer of stock at the year-end, so ensure you allot adequate time if that year-end dedication is important to you.

The following form will allow you to quickly contact us about a gift of stock. The information is confidential and will allow us to follow up with you.

Give Stock

Donor Information

FIrst Name *

Last Name *

Phone Number *

Email

Alt. Phone Number

Billing Address Line 1 *

Billing Address Line 2

City *

State *

Postal Code

Country

Leave blank for "United States"

Broker / Stock Information

Broker/Financial Institution Name

Broker/Contact Name

Broker/Contact Phone Number

Anticipated Transfer Date

Stock Name

Number of Shares

Follow-up Confirmation

I am unsure of the exact details for this transaction. However, I will follow-up with Lookout Mountain Conservancy once the decision is made.

 

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