Donating Stock

Thank you for your interest in making a charitable gift to the

Upper Peninsula Land Conservancy in the form of a stock transfer!

 

Gifts of stock are one of the easiest and most flexible ways to ensure that your gift has a lasting impact on the land. Investments and endowments allow UPLC to ensure that when we say we’ll protect the land forever, we have the long-term funding to carry out that promise responsibly. Investments are categorized by purpose and managed with a “forever” mindset. This means that UPLC uses the income from investments for the daily activities of protecting land, while the rest of the investment stays where it is and ensures that those tasks will be taken care of next year.

Gifting a “working” investment is a way of giving a long-term legacy to UPLC and to the sustainable future of our community.


For stocks held in brokerage accounts, your broker can assist you in making a gift of stock via direct transfer to UPLC. Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide better benefits than giving cash. Your charitable income tax deduction is 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 brokerage fees because you are transferring ownership rather than selling the stock. The UPLC does not give legal, tax or accounting advice. Please consult your tax professional for specifics on your tax deduction options.

Download the Gift of Stock Information here and bring it to your broker.

Please complete the form below to notify the UP Land Conservancy of your gift and to ensure it is processed and acknowledged accurately.

Click here for a downloadable copy of the below form.