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Gifts of Stock

Birding Teton ValleyMany of our members prefer contributing stock, rather than writing a check, to fulfill their annual gift. By giving appreciated property (for example, stocks or bonds) you can avoid paying capital gains taxes on the appreciation, receive a tax deduction on the full value of the gift, and support the Teton Regional Land Trust at a lower cost to you.

Donations of stock can also be used to endow an annual gift or establish a planned gift, such as a charitable remainder trust or a donor advised fund.

For more information about gifts of stock or other appreciated property, or to discuss planned giving opportunities, call Babette Thorpe at 208-354-8939.
 

How to Transfer Stock to the Teton Regional Land Trust

To make a gift, please notify your broker in writing that you are making a charitable gift of stock to Teton Regional Land Trust.

Teton Regional Land Trust’s EIN number is: 94-3146525

Please call us or have your broker contact Babette Thorpe to notify Teton Regional Land Trust of the transfer. This is important because your name will not be included in the wire transfer to our broker.

Broker: Portfolio Solutions
Contact: Aubrey Rhodes (800)-448-3550

DTC#: 0164
Credit: Teton Regional Land Trust
Account #: 9930-9546
Contact TRLT for account number information. Phone: (208) 354-8939

Click here to download the stock transfer form