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stock donation

How it works

simple & Efficient 

For stocks held in brokerage accounts, your broker can assist you in making a gift of stock via direct transfer to UPLC. UPLC will sell the appreciated securities and utilize the funds for essential conservation work. 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. UP Land Conservancy will sell the appreciated securities and It is a simple and efficient way to support UPLC's mission and protect land in the Upper Peninsula forever. 

Benefits

easy & smooth

Make a bigger impact. You can give more if you donate a publicly traded stock to UPLC because you avoid capital gains taxes. 

Save. Generally, you will receive a tax deduction for full fair market value. The larger the gift, the larger the deduction. 

Diversify your portfolio. Does your portfolio need a rebalance? Donating stock is an efficient way to rebalance your investment portfolio. 

It is easy. Gift stock with a direct transfer to UP Land Conservancy accounts. 

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I want to receive stock transfer information to make my gift

Access UPLC's account number, brokerage house, DTC information, and contact information to make a gift with your financial advisor

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Questions?

Call the office at (906)225-8067 or

email us at uplc@uplandconservancy.org and a UPLC staff member will assist you. 

The Upper Peninsula Land Conservancy does not give legal, tax or accounting advice. Please consult your tax professional for specifics on your tax deduction options.